+334.0%
OKLO vs BTI
+111.4%
+222.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +4.9% |
| 7D | +12.4% | -1.4% | +13.8% | +12.4% |
| 30D | -10.6% | -7.0% | -3.5% | -10.5% |
| 3M | -26.5% | -6.3% | -20.2% | -26.7% |
| 6M | -25.6% | -2.0% | -23.7% | -26.1% |
| YTD | -39.6% | +0.2% | -39.8% | -40.0% |
| 1Y | -38.8% | +3.8% | -42.5% | -38.9% |
| 3Y | +318.1% | +112.1% | +206.0% | +316.4% |
| 5Y | +339.7% | +113.6% | +226.1% | +336.9% |
| All | +334.0% | +111.4% | +222.5% | +331.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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