+316.9%
OKLO vs IWD
+73.6%
+243.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +4.3% |
| 7D | +2.8% | -0.3% | +3.1% | +3.1% |
| 30D | -4.0% | +0.6% | -4.6% | -4.6% |
| 3M | -36.9% | +7.2% | -44.1% | -41.2% |
| 6M | -37.1% | +16.2% | -53.3% | -45.2% |
| YTD | -42.5% | +23.3% | -65.8% | -52.1% |
| 1Y | -40.7% | +29.6% | -70.3% | -52.3% |
| 3Y | +299.1% | +70.5% | +228.7% | +197.4% |
| All | +316.9% | +73.6% | +243.2% | +210.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling