+162.8%
OKLO vs BEN
+32.3%
+130.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.0% | +3.1% |
| 7D | +16.9% | +7.2% | +9.7% | +14.1% |
| 30D | -19.7% | +14.1% | -33.8% | -23.6% |
| 3M | -45.0% | +9.9% | -54.9% | -46.8% |
| 6M | -66.9% | +17.4% | -84.3% | -68.6% |
| YTD | -64.0% | +57.3% | -121.3% | -68.9% |
| 1Y | -75.2% | +66.9% | -142.1% | -78.9% |
| 3Y | +151.1% | +85.7% | +65.4% | +103.6% |
| 5Y | +162.8% | +31.2% | +131.6% | +117.7% |
| All | +162.8% | +32.3% | +130.5% | +117.7% |
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 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