+138.4%
OKLO vs BAM
+86.2%
+52.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | +0.9% | +21.7% | +21.9% |
| 7D | -6.7% | +9.7% | -16.5% | -14.1% |
| 30D | -36.0% | +19.0% | -55.0% | -45.1% |
| 3M | -44.2% | +0.6% | -44.7% | -44.8% |
| 6M | -70.4% | +11.1% | -81.5% | -73.1% |
| YTD | -67.2% | +4.2% | -71.4% | -68.6% |
| 1Y | -77.9% | +3.3% | -81.3% | -78.7% |
| 3Y | +128.4% | +88.8% | +39.7% | +103.0% |
| All | +138.4% | +86.2% | +52.1% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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