+139.7%
OKLO vs BEN
+48.4%
+91.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.3% |
| 7D | +1.6% | +6.8% | -5.2% | -0.8% |
| 30D | -17.6% | +18.0% | -35.6% | -22.1% |
| 3M | -48.5% | +7.5% | -56.0% | -49.6% |
| 6M | -65.7% | +14.7% | -80.4% | -67.0% |
| YTD | -66.7% | +56.1% | -122.8% | -70.6% |
| 1Y | -76.5% | +69.6% | -146.1% | -79.7% |
| 3Y | +132.5% | +87.7% | +44.8% | +94.0% |
| 5Y | +142.8% | +28.6% | +114.2% | +101.6% |
| All | +139.7% | +48.4% | +91.3% | +100.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling