+332.6%
OKLO vs BEN
+40.0%
+292.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.2% |
| 7D | +7.7% | +3.4% | +4.4% | +6.5% |
| 30D | -4.3% | +1.8% | -6.1% | -4.8% |
| 3M | -24.6% | +8.4% | -33.0% | -26.5% |
| 6M | -31.1% | +35.6% | -66.7% | -37.0% |
| YTD | -40.7% | +46.4% | -87.0% | -46.8% |
| 1Y | -42.4% | +46.3% | -88.8% | -48.5% |
| 3Y | +310.9% | +54.6% | +256.3% | +247.9% |
| 5Y | +332.6% | +39.4% | +293.2% | +269.1% |
| All | +332.6% | +40.0% | +292.7% | +269.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling