-38.8%
OKLO vs OVV
+57.1%
-95.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +6.0% | +4.4% |
| 7D | +12.4% | -3.7% | +16.1% | +10.2% |
| 30D | -10.6% | +8.0% | -18.5% | -6.3% |
| 3M | -26.5% | +11.3% | -37.8% | -21.0% |
| 6M | -25.6% | +24.0% | -49.6% | -16.7% |
| YTD | -39.6% | +65.3% | -105.0% | -21.4% |
| 1Y | -38.8% | +60.2% | -98.9% | -24.1% |
| All | -38.8% | +57.1% | -95.9% | -24.1% |
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