+334.0%
OKLO vs BBWI
-62.0%
+396.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.1% | +8.1% | +5.4% |
| 7D | +12.4% | +1.6% | +10.8% | +12.1% |
| 30D | -10.6% | -6.2% | -4.3% | -10.0% |
| 3M | -26.5% | +4.3% | -30.9% | -27.6% |
| 6M | -25.6% | -7.2% | -18.5% | -25.6% |
| YTD | -39.6% | -3.0% | -36.6% | -39.9% |
| 1Y | -38.8% | -30.8% | -8.0% | -36.6% |
| 3Y | +318.1% | -43.4% | +361.4% | +344.9% |
| 5Y | +339.7% | -66.7% | +406.4% | +369.8% |
| All | +334.0% | -62.0% | +396.0% | +361.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling