+299.5%
OKLO vs ROIV
+201.4%
+98.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.1% | +2.9% |
| 7D | +2.8% | +0.6% | +2.2% | +2.5% |
| 30D | -4.0% | +1.0% | -5.0% | -4.4% |
| 3M | -36.9% | +18.3% | -55.2% | -40.9% |
| 6M | -37.1% | +18.3% | -55.5% | -41.2% |
| YTD | -42.5% | +61.0% | -103.5% | -51.7% |
| 1Y | -40.7% | +177.9% | -218.6% | -58.0% |
| All | +299.5% | +201.4% | +98.1% | +168.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling