-40.7%
OKLO vs QQQI
+19.4%
-60.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.0% |
| 7D | +2.8% | +0.4% | +2.4% | +1.6% |
| 30D | -4.0% | +1.0% | -5.0% | -6.1% |
| 3M | -36.9% | -1.2% | -35.7% | -32.9% |
| 6M | -37.1% | +11.6% | -48.7% | -55.0% |
| YTD | -42.5% | +11.7% | -54.2% | -58.7% |
| 1Y | -40.7% | +18.7% | -59.4% | -81.2% |
| All | -40.7% | +19.4% | -60.1% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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