+313.5%
OKLO vs BAX
-64.9%
+378.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.5% |
| 7D | +2.8% | -1.1% | +4.0% | +3.0% |
| 30D | -4.0% | -5.5% | +1.5% | -3.3% |
| 3M | -36.9% | +33.5% | -70.4% | -39.1% |
| 6M | -37.1% | +35.9% | -73.0% | -39.7% |
| YTD | -42.5% | +35.4% | -77.8% | -44.9% |
| 1Y | -40.7% | +9.8% | -50.5% | -42.5% |
| 3Y | +299.1% | -32.7% | +331.9% | +293.2% |
| 5Y | +317.3% | -65.6% | +382.8% | +312.3% |
| All | +313.5% | -64.9% | +378.4% | +308.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling