+249.6%
OKLO vs VNQ
+30.7%
+218.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.7% | -9.9% | -9.7% |
| 7D | -12.2% | -1.3% | -11.0% | -11.5% |
| 30D | -19.7% | -2.6% | -17.2% | -18.3% |
| 3M | -37.4% | -2.0% | -35.4% | -37.1% |
| 6M | -42.3% | +4.3% | -46.6% | -44.5% |
| YTD | -49.5% | +9.2% | -58.8% | -52.9% |
| 1Y | -54.7% | +5.6% | -60.3% | -56.9% |
| 3Y | +249.6% | +30.8% | +218.8% | +199.0% |
| All | +249.6% | +30.7% | +218.9% | +199.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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