+137.6%
OKLO vs BBWI
-25.1%
+162.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.9% | -2.5% | -4.7% |
| 7D | +27.3% | -4.5% | +31.9% | +28.8% |
| 30D | -23.1% | +17.1% | -40.2% | -26.5% |
| 3M | -45.8% | +17.5% | -63.3% | -49.1% |
| 6M | -66.8% | +12.8% | -79.6% | -68.6% |
| YTD | -65.9% | +8.2% | -74.1% | -67.5% |
| 1Y | -78.0% | -1.8% | -76.2% | -78.5% |
| All | +137.6% | -25.1% | +162.7% | +192.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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