+313.5%
OKLO vs CASY
+304.6%
+9.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -4.0% | -11.3% | +7.3% | -1.2% |
| 3M | -36.9% | -0.6% | -36.2% | -38.4% |
| 6M | -37.1% | +10.7% | -47.9% | -41.0% |
| YTD | -42.5% | +37.1% | -79.6% | -50.0% |
| 1Y | -40.7% | +52.3% | -93.0% | -50.2% |
| 3Y | +299.1% | +215.2% | +83.9% | +209.1% |
| 5Y | +317.3% | +276.5% | +40.8% | +224.2% |
| All | +313.5% | +304.6% | +9.0% | +217.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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