+318.1%
OKLO vs BAX
-32.5%
+350.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.8% | +8.7% | +5.6% |
| 7D | +12.4% | -2.4% | +14.8% | +12.8% |
| 30D | -10.6% | -9.7% | -0.8% | -9.0% |
| 3M | -26.5% | +29.3% | -55.8% | -29.7% |
| 6M | -25.6% | +40.7% | -66.3% | -30.0% |
| YTD | -39.6% | +30.3% | -69.9% | -42.9% |
| 1Y | -38.8% | +3.4% | -42.2% | -40.8% |
| 3Y | +318.1% | -32.0% | +350.1% | +320.5% |
| All | +318.1% | -32.5% | +350.6% | +320.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 3y: compounded portfolio wealth divided by compounded BAX 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…
3y analysis · Full analysis span regression · 6 months rolling