-54.7%
OKLO vs IYR
+6.2%
-60.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.8% | -10.0% | -9.3% |
| 7D | -12.2% | -1.4% | -10.9% | -12.0% |
| 30D | -19.7% | -2.7% | -17.1% | -19.3% |
| 3M | -37.4% | -2.1% | -35.3% | -37.7% |
| 6M | -42.3% | +3.6% | -45.9% | -44.1% |
| YTD | -49.5% | +8.1% | -57.7% | -48.2% |
| 1Y | -54.7% | +4.7% | -59.4% | -58.1% |
| All | -54.7% | +6.2% | -60.9% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 1y: compounded portfolio wealth divided by compounded IYR 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…
1y analysis · Full analysis span regression · 6 months rolling