+249.6%
OKLO vs SOXQ
+232.9%
+16.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.8% | -11.0% | -11.0% |
| 7D | -12.2% | +0.8% | -13.0% | -13.0% |
| 30D | -19.7% | -4.6% | -15.2% | -15.7% |
| 3M | -37.4% | -10.2% | -27.2% | -31.3% |
| 6M | -42.3% | +49.7% | -92.0% | -62.7% |
| YTD | -49.5% | +67.2% | -116.8% | -70.5% |
| 1Y | -54.7% | +98.0% | -152.7% | -76.8% |
| 3Y | +249.6% | +237.2% | +12.5% | +59.5% |
| All | +249.6% | +232.9% | +16.7% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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