-35.0%
OKLO vs QQQI
+10.6%
-45.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -3.7% |
| 7D | +0.1% | -1.0% | +1.1% | +3.3% |
| 30D | -15.2% | -0.6% | -14.6% | -13.2% |
| 3M | -26.2% | +3.4% | -29.5% | -33.5% |
| 6M | -35.0% | +10.6% | -45.7% | -51.1% |
| All | -35.0% | +10.6% | -45.6% | -51.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling