+305.3%
OKLO vs IWF
+71.2%
+234.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -5.3% |
| 7D | +0.1% | -1.7% | +1.8% | +2.0% |
| 30D | -15.2% | -1.8% | -13.3% | -13.2% |
| 3M | -26.2% | +1.5% | -27.6% | -26.1% |
| 6M | -35.0% | +7.7% | -42.7% | -37.4% |
| YTD | -44.4% | +2.7% | -47.1% | -43.8% |
| 1Y | -45.9% | +6.8% | -52.7% | -46.0% |
| 3Y | +284.9% | +76.9% | +208.1% | +242.8% |
| 5Y | +305.3% | +73.4% | +231.9% | +263.2% |
| All | +305.3% | +71.2% | +234.1% | +263.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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