+162.8%
OKLO vs BWA
+32.2%
+130.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.5% |
| 7D | +16.9% | +1.7% | +15.2% | +16.8% |
| 30D | -19.7% | -14.6% | -5.1% | -14.9% |
| 3M | -45.0% | -26.2% | -18.8% | -38.9% |
| 6M | -66.9% | -18.4% | -48.5% | -64.1% |
| YTD | -64.0% | +14.7% | -78.6% | -64.3% |
| 1Y | -75.2% | +13.3% | -88.5% | -75.3% |
| 3Y | +151.1% | +64.7% | +86.4% | +126.3% |
| 5Y | +162.8% | +32.2% | +130.6% | +139.0% |
| All | +162.8% | +32.2% | +130.6% | +139.0% |
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