+139.7%
OKLO vs ROIV
+299.3%
-159.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -2.0% |
| 7D | +1.6% | +1.7% | -0.1% | +1.4% |
| 30D | -17.6% | +17.6% | -35.2% | -19.2% |
| 3M | -48.5% | +9.0% | -57.5% | -49.0% |
| 6M | -65.7% | +35.3% | -100.9% | -66.8% |
| YTD | -66.7% | +82.2% | -148.8% | -68.5% |
| 1Y | -76.5% | +92.3% | -168.7% | -77.9% |
| 3Y | +132.5% | +336.8% | -204.3% | +110.2% |
| 5Y | +142.8% | +370.6% | -227.8% | +119.9% |
| All | +139.7% | +299.3% | -159.6% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling