+152.5%
JPM vs OKLO
+334.8%
-182.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.4% |
| 7D | -0.4% | +7.7% | -8.1% | -0.8% |
| 30D | -1.4% | -4.3% | +2.9% | -1.3% |
| 3M | +13.9% | -24.6% | +38.6% | +15.0% |
| 6M | +23.5% | -31.1% | +54.6% | +24.5% |
| YTD | +11.6% | -40.7% | +52.3% | +13.0% |
| 1Y | +21.4% | -42.4% | +63.8% | +22.1% |
| 3Y | +163.4% | +310.9% | -147.5% | +133.2% |
| 5Y | +152.5% | +332.6% | -180.1% | +119.2% |
| All | +152.5% | +334.8% | -182.3% | +119.2% |
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