+172.5%
OKLO vs ALM
+441.7%
-269.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +8.1% | +5.9% | +12.3% |
| 7D | +14.1% | +0.7% | +13.4% | +14.3% |
| 30D | -22.7% | -26.1% | +3.4% | -17.7% |
| 3M | -44.6% | -38.1% | -6.5% | -39.2% |
| 6M | -63.0% | -55.4% | -7.6% | -57.2% |
| YTD | -62.6% | -0.4% | -62.2% | -60.3% |
| 1Y | -76.2% | +25.4% | -101.5% | -75.3% |
| 3Y | +160.8% | +907.8% | -746.9% | +138.1% |
| 5Y | +172.5% | +440.2% | -267.7% | +150.4% |
| All | +172.5% | +441.7% | -269.2% | +150.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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