+138.4%
OKLO vs ROIV
+378.2%
-239.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | +6.2% | +16.5% | +21.8% |
| 7D | -6.7% | +5.3% | -12.1% | -7.3% |
| 30D | -36.0% | +11.9% | -47.9% | -36.9% |
| 3M | -44.2% | +10.7% | -54.9% | -44.9% |
| 6M | -70.4% | +34.9% | -105.3% | -71.5% |
| YTD | -67.2% | +79.2% | -146.4% | -69.1% |
| 1Y | -77.9% | +89.0% | -167.0% | -79.3% |
| 3Y | +128.4% | +337.3% | -208.9% | +105.5% |
| All | +138.4% | +378.2% | -239.9% | +114.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling