+332.6%
OKLO vs BWA
+89.5%
+243.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.2% |
| 7D | +7.7% | +0.1% | +7.6% | +7.7% |
| 30D | -4.3% | -5.6% | +1.2% | -2.6% |
| 3M | -24.6% | -10.7% | -13.9% | -22.1% |
| 6M | -31.1% | +23.2% | -54.3% | -33.8% |
| YTD | -40.7% | +46.0% | -86.7% | -45.8% |
| 1Y | -42.4% | +51.2% | -93.6% | -47.9% |
| 3Y | +310.9% | +69.6% | +241.3% | +243.5% |
| 5Y | +332.6% | +86.6% | +246.0% | +262.4% |
| All | +332.6% | +89.5% | +243.1% | +262.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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