+332.6%
OKLO vs BBWI
-68.8%
+401.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.6% | -0.7% |
| 7D | +7.7% | -4.4% | +12.1% | +8.5% |
| 30D | -4.3% | -7.4% | +3.1% | -3.6% |
| 3M | -24.6% | -2.2% | -22.4% | -25.0% |
| 6M | -31.1% | -16.3% | -14.8% | -29.9% |
| YTD | -40.7% | -9.1% | -31.5% | -40.3% |
| 1Y | -42.4% | -34.5% | -7.9% | -39.8% |
| 3Y | +310.9% | -47.0% | +357.9% | +342.9% |
| 5Y | +332.6% | -68.8% | +401.5% | +369.0% |
| All | +332.6% | -68.8% | +401.4% | +369.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling