+313.5%
OKLO vs QLD
+154.1%
+159.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.4% |
| 7D | +2.8% | +0.6% | +2.2% | +2.6% |
| 30D | -4.0% | -0.1% | -3.9% | -3.6% |
| 3M | -36.9% | -8.4% | -28.5% | -33.7% |
| 6M | -37.1% | +32.2% | -69.3% | -43.1% |
| YTD | -42.5% | +28.9% | -71.4% | -47.1% |
| 1Y | -40.7% | +43.8% | -84.5% | -46.8% |
| 3Y | +299.1% | +176.6% | +122.5% | +233.1% |
| 5Y | +317.3% | +121.6% | +195.7% | +251.1% |
| All | +313.5% | +154.1% | +159.5% | +244.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling