+222.8%
OKLO vs QQQI
+57.7%
+165.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.9% | -10.1% | -11.5% |
| 7D | -12.2% | -0.3% | -11.9% | -11.6% |
| 30D | -19.7% | -0.3% | -19.5% | -18.8% |
| 3M | -37.4% | +1.3% | -38.7% | -38.7% |
| 6M | -42.3% | +11.5% | -53.8% | -54.5% |
| YTD | -49.5% | +11.3% | -60.8% | -59.4% |
| 1Y | -54.7% | +16.9% | -71.6% | -66.6% |
| All | +222.8% | +57.7% | +165.1% | +75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling