+305.3%
OKLO vs IYR
+4.5%
+300.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -6.0% |
| 7D | +0.1% | -2.8% | +2.9% | +1.0% |
| 30D | -15.2% | -2.5% | -12.6% | -14.4% |
| 3M | -26.2% | -3.0% | -23.2% | -25.7% |
| 6M | -35.0% | +1.6% | -36.7% | -35.5% |
| YTD | -44.4% | +7.3% | -51.7% | -45.7% |
| 1Y | -45.9% | +5.6% | -51.5% | -47.0% |
| 3Y | +284.9% | +28.1% | +256.8% | +266.7% |
| 5Y | +305.3% | +6.1% | +299.2% | +285.4% |
| All | +305.3% | +4.5% | +300.8% | +285.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling