+316.9%
OKLO vs ACWI
+67.7%
+249.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +2.8% | +0.5% | +2.3% | +2.2% |
| 30D | -4.0% | +0.9% | -4.9% | -4.7% |
| 3M | -36.9% | +2.4% | -39.3% | -37.8% |
| 6M | -37.1% | +12.4% | -49.5% | -43.6% |
| YTD | -42.5% | +15.2% | -57.7% | -49.4% |
| 1Y | -40.7% | +22.7% | -63.4% | -50.3% |
| 3Y | +299.1% | +75.8% | +223.3% | +197.8% |
| All | +316.9% | +67.7% | +249.2% | +211.4% |
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