Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • OKLO vs VIK✓SelectedUSD · VIKOKLO vs VIK performance historyLatest closeAs of-9.18%09/11
Stock and ETF performance explorer

OKLO vs VIK

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+159.8%
VIK return
+225.1%
Excess return
-65.3%
Maximum drawdown
-79.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioVIKExcessAlpha
1D-9.2%+1.2%-10.4%-10.1%
7D-12.2%-0.9%-11.3%-11.6%
30D-19.7%-18.4%-1.3%-6.3%
3M-37.4%-8.8%-28.6%-33.2%
6M-42.3%+17.1%-59.4%-49.9%
YTD-49.5%+19.0%-68.6%-57.3%
1Y-54.7%+30.1%-84.9%-64.7%
All+159.8%+225.1%-65.3%+7.3%

Cumulative growth

Daily Returns

Daily percentage return beside VIK.

Daily Out/Under-Performance

Portfolio return minus VIK return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VIK 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 VIK 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