+334.0%
OKLO vs BWA
+75.7%
+258.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.8% | +5.5% |
| 7D | +12.4% | +4.3% | +8.1% | +11.0% |
| 30D | -10.6% | -2.9% | -7.7% | -9.8% |
| 3M | -26.5% | -12.4% | -14.1% | -23.7% |
| 6M | -25.6% | +28.6% | -54.2% | -29.2% |
| YTD | -39.6% | +48.2% | -87.9% | -45.0% |
| 1Y | -38.8% | +50.9% | -89.7% | -44.5% |
| 3Y | +318.1% | +72.2% | +245.9% | +249.3% |
| 5Y | +339.7% | +91.1% | +248.6% | +266.6% |
| All | +334.0% | +75.7% | +258.2% | +263.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling