+299.5%
OKLO vs QLD
+178.0%
+121.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.2% |
| 7D | +2.8% | +0.6% | +2.2% | +2.3% |
| 30D | -4.0% | -0.1% | -3.9% | -3.3% |
| 3M | -36.9% | -8.4% | -28.5% | -30.7% |
| 6M | -37.1% | +32.2% | -69.3% | -51.4% |
| YTD | -42.5% | +28.9% | -71.4% | -54.1% |
| 1Y | -40.7% | +43.8% | -84.5% | -56.0% |
| All | +299.5% | +178.0% | +121.5% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 3y: compounded portfolio wealth divided by compounded QLD 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…
3y analysis · Full analysis span regression · 6 months rolling