+112.0%
IBM vs OKLO
+337.5%
-225.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.1% | -1.4% |
| 7D | +0.3% | +12.4% | -12.1% | -0.2% |
| 30D | -1.5% | -10.6% | +9.1% | -1.2% |
| 3M | -16.8% | -26.5% | +9.8% | -16.0% |
| 6M | -9.0% | -25.6% | +16.6% | -8.7% |
| YTD | -20.1% | -39.6% | +19.6% | -19.4% |
| 1Y | -7.0% | -38.8% | +31.7% | -7.2% |
| 3Y | +72.4% | +318.1% | -245.7% | +51.2% |
| 5Y | +112.0% | +339.7% | -227.7% | +82.1% |
| All | +112.0% | +337.5% | -225.5% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKLO.
Daily Out/Under-Performance
Portfolio return minus OKLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKLO 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 OKLO 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