+159.1%
OKLO vs ROIV
+322.7%
-163.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.8% |
| 7D | +16.9% | +9.5% | +7.4% | +15.7% |
| 30D | -19.7% | +21.0% | -40.7% | -21.6% |
| 3M | -45.0% | +18.7% | -63.7% | -46.2% |
| 6M | -66.9% | +44.5% | -111.4% | -68.3% |
| YTD | -64.0% | +92.9% | -156.8% | -66.3% |
| 1Y | -75.2% | +100.2% | -175.4% | -76.8% |
| 3Y | +151.1% | +375.0% | -224.0% | +125.1% |
| 5Y | +162.8% | +435.2% | -272.4% | +135.8% |
| All | +159.1% | +322.7% | -163.6% | +131.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling