-40.7%
OKLO vs OVV
+61.5%
-102.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.3% | +2.7% |
| 7D | +2.8% | +0.3% | +2.6% | +3.0% |
| 30D | -4.0% | +11.7% | -15.7% | +2.3% |
| 3M | -36.9% | +9.8% | -46.7% | -32.7% |
| 6M | -37.1% | +26.6% | -63.7% | -29.0% |
| YTD | -42.5% | +67.0% | -109.5% | -25.1% |
| 1Y | -40.7% | +55.9% | -96.6% | -29.4% |
| All | -40.7% | +61.5% | -102.2% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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