+148.2%
OKLO vs ACWI
+60.2%
+88.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.6% |
| 7D | +27.3% | +2.7% | +24.7% | +23.0% |
| 30D | -23.1% | -2.6% | -20.5% | -19.2% |
| 3M | -45.8% | -3.2% | -42.7% | -42.2% |
| 6M | -66.8% | +1.9% | -68.7% | -66.3% |
| YTD | -65.9% | +11.3% | -77.3% | -68.2% |
| 1Y | -78.0% | +11.7% | -89.7% | -79.4% |
| 3Y | +137.4% | +74.4% | +63.0% | +87.1% |
| 5Y | +148.2% | +59.5% | +88.7% | +98.8% |
| All | +148.2% | +60.2% | +88.0% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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