+318.1%
OKLO vs BBWI
-44.4%
+362.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.1% | +8.1% | +5.8% |
| 7D | +12.4% | +1.6% | +10.8% | +11.9% |
| 30D | -10.6% | -6.2% | -4.3% | -9.6% |
| 3M | -26.5% | +4.3% | -30.9% | -28.5% |
| 6M | -25.6% | -7.2% | -18.5% | -25.6% |
| YTD | -39.6% | -3.0% | -36.6% | -40.3% |
| 1Y | -38.8% | -30.8% | -8.0% | -34.3% |
| 3Y | +318.1% | -43.4% | +361.4% | +410.4% |
| All | +318.1% | -44.4% | +362.5% | +410.4% |
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