+168.9%
OKLO vs ROIV
+310.8%
-141.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +4.6% | +9.4% | +13.3% |
| 7D | +14.1% | +13.3% | +0.8% | +12.4% |
| 30D | -22.7% | +14.8% | -37.4% | -23.9% |
| 3M | -44.6% | +11.9% | -56.5% | -45.4% |
| 6M | -63.0% | +42.4% | -105.4% | -64.4% |
| YTD | -62.6% | +87.4% | -150.0% | -64.8% |
| 1Y | -76.2% | +97.2% | -173.4% | -77.7% |
| 3Y | +160.8% | +375.7% | -214.8% | +134.9% |
| 5Y | +172.5% | +379.0% | -206.5% | +145.7% |
| All | +168.9% | +310.8% | -141.9% | +141.2% |
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