+127.8%
OKLO vs CART
+38.4%
+89.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | +0.6% | +22.1% | +22.6% |
| 7D | -6.7% | +3.0% | -9.7% | -7.1% |
| 30D | -36.0% | +28.6% | -64.6% | -38.5% |
| 3M | -44.2% | +29.1% | -73.3% | -46.5% |
| 6M | -70.4% | +44.7% | -115.1% | -72.2% |
| YTD | -67.2% | +29.2% | -96.4% | -68.9% |
| 1Y | -77.9% | +66.2% | -144.1% | -80.0% |
| 3Y | +128.4% | +112.8% | +15.6% | +103.3% |
| All | +127.8% | +38.4% | +89.4% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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