+138.4%
OKLO vs ALLY
-9.5%
+147.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -1.7% | +24.4% | +23.2% |
| 7D | -6.7% | +0.9% | -7.7% | -7.2% |
| 30D | -36.0% | +3.1% | -39.1% | -36.8% |
| 3M | -44.2% | -12.6% | -31.6% | -41.7% |
| 6M | -70.4% | -12.4% | -58.0% | -69.1% |
| YTD | -67.2% | -13.2% | -54.0% | -65.5% |
| 1Y | -77.9% | +1.8% | -79.8% | -77.8% |
| 3Y | +128.4% | +58.0% | +70.5% | +126.0% |
| All | +138.4% | -9.5% | +147.9% | +137.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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