-40.7%
OKLO vs BEN
+42.6%
-83.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.5% | +0.1% | +0.6% |
| 7D | +2.8% | +0.2% | +2.6% | +2.6% |
| 30D | -4.0% | -0.5% | -3.5% | -3.5% |
| 3M | -36.9% | +9.7% | -46.6% | -41.2% |
| 6M | -37.1% | +33.9% | -71.0% | -49.2% |
| YTD | -42.5% | +49.0% | -91.5% | -55.4% |
| 1Y | -40.7% | +42.1% | -82.8% | -44.7% |
| All | -40.7% | +42.6% | -83.3% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling