+172.5%
OKLO vs BAH
+9.2%
+163.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +1.6% | +12.4% | +14.0% |
| 7D | +14.1% | -1.5% | +15.6% | +14.1% |
| 30D | -22.7% | +17.3% | -39.9% | -22.9% |
| 3M | -44.6% | +14.9% | -59.4% | -44.6% |
| 6M | -63.0% | +14.2% | -77.2% | -62.9% |
| YTD | -62.6% | +5.1% | -67.7% | -62.2% |
| 1Y | -76.2% | +2.1% | -78.3% | -76.0% |
| 3Y | +160.8% | -26.0% | +186.8% | +161.6% |
| 5Y | +172.5% | +9.0% | +163.5% | +172.9% |
| All | +172.5% | +9.2% | +163.3% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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