+145.0%
OKLO vs BEN
+47.7%
+97.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.2% | -4.2% | -5.0% |
| 7D | +27.3% | +11.3% | +16.0% | +22.8% |
| 30D | -23.1% | +15.0% | -38.1% | -26.5% |
| 3M | -45.8% | +7.8% | -53.7% | -47.0% |
| 6M | -66.8% | +15.5% | -82.3% | -68.1% |
| YTD | -65.9% | +55.4% | -121.3% | -69.9% |
| 1Y | -78.0% | +63.3% | -141.3% | -80.8% |
| 3Y | +137.4% | +83.4% | +54.0% | +98.4% |
| 5Y | +148.2% | +28.1% | +120.2% | +106.5% |
| All | +145.0% | +47.7% | +97.3% | +105.2% |
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