+270.7%
OKLO vs SOXQ
+258.1%
+12.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.8% | -11.0% | -10.3% |
| 7D | -12.2% | +0.8% | -13.0% | -12.7% |
| 30D | -19.7% | -4.6% | -15.2% | -17.1% |
| 3M | -37.4% | -10.2% | -27.2% | -33.0% |
| 6M | -42.3% | +49.7% | -92.0% | -53.9% |
| YTD | -49.5% | +67.2% | -116.8% | -61.7% |
| 1Y | -54.7% | +98.0% | -152.7% | -67.7% |
| 3Y | +249.6% | +237.2% | +12.5% | +131.1% |
| All | +270.7% | +258.1% | +12.6% | +147.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling