+316.9%
OKLO vs ALK
-25.3%
+342.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.0% | +3.0% |
| 7D | +2.8% | -0.7% | +3.5% | +3.1% |
| 30D | -4.0% | -19.2% | +15.2% | +4.5% |
| 3M | -36.9% | -1.5% | -35.4% | -36.8% |
| 6M | -37.1% | -13.1% | -24.1% | -34.5% |
| YTD | -42.5% | -16.4% | -26.1% | -39.0% |
| 1Y | -40.7% | -33.1% | -7.6% | -33.7% |
| 3Y | +299.1% | +0.6% | +298.5% | +311.4% |
| All | +316.9% | -25.3% | +342.1% | +328.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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