+169.3%
JPM vs OKLO
+312.7%
-143.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.6% | -4.5% | -1.1% |
| 7D | +0.3% | +2.8% | -2.5% | +0.1% |
| 30D | -0.2% | -4.0% | +3.8% | -0.2% |
| 3M | +15.9% | -36.9% | +52.8% | +17.9% |
| 6M | +20.9% | -37.1% | +58.1% | +22.5% |
| YTD | +12.9% | -42.5% | +55.4% | +14.4% |
| 1Y | +20.3% | -40.7% | +61.0% | +20.9% |
| 3Y | +160.9% | +299.1% | -138.2% | +128.0% |
| 5Y | +154.8% | +317.3% | -162.5% | +117.9% |
| All | +169.3% | +312.7% | -143.4% | +135.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling