+262.9%
OKLO vs BEN
+37.2%
+225.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | 0.0% | -9.1% | -9.2% |
| 7D | -12.2% | -3.1% | -9.1% | -11.3% |
| 30D | -19.7% | +0.2% | -19.9% | -19.7% |
| 3M | -37.4% | +6.8% | -44.2% | -38.6% |
| 6M | -42.3% | +38.1% | -80.4% | -47.3% |
| YTD | -49.5% | +44.3% | -93.9% | -54.4% |
| 1Y | -54.7% | +42.6% | -97.3% | -59.1% |
| 3Y | +249.6% | +52.3% | +197.3% | +198.9% |
| 5Y | +268.1% | +37.6% | +230.4% | +215.8% |
| All | +262.9% | +37.2% | +225.7% | +210.9% |
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