+326.6%
OKLO vs SOXQ
+288.7%
+37.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -2.0% |
| 7D | +7.7% | +5.2% | +2.5% | +4.2% |
| 30D | -4.3% | -0.5% | -3.8% | -3.8% |
| 3M | -24.6% | -5.6% | -19.0% | -21.8% |
| 6M | -31.1% | +53.0% | -84.1% | -45.5% |
| YTD | -40.7% | +68.8% | -109.5% | -55.1% |
| 1Y | -42.4% | +105.7% | -148.2% | -59.6% |
| 3Y | +310.9% | +240.5% | +70.4% | +171.4% |
| 5Y | +332.6% | +266.8% | +65.9% | +186.5% |
| All | +326.6% | +288.7% | +37.9% | +182.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling