+313.5%
OKLO vs BEN
+41.6%
+271.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.5% | +0.1% | +2.4% |
| 7D | +2.8% | +0.2% | +2.6% | +2.8% |
| 30D | -4.0% | -0.5% | -3.5% | -3.8% |
| 3M | -36.9% | +9.7% | -46.6% | -38.6% |
| 6M | -37.1% | +33.9% | -71.0% | -42.3% |
| YTD | -42.5% | +49.0% | -91.5% | -48.6% |
| 1Y | -40.7% | +42.1% | -82.8% | -46.5% |
| 3Y | +299.1% | +51.9% | +247.3% | +237.4% |
| 5Y | +317.3% | +39.0% | +278.2% | +254.6% |
| All | +313.5% | +41.6% | +271.9% | +250.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling