+339.7%
OKLO vs CHRW
+90.3%
+249.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.3% | +4.8% |
| 7D | +12.4% | +1.9% | +10.5% | +12.3% |
| 30D | -10.6% | +0.9% | -11.5% | -10.6% |
| 3M | -26.5% | -19.9% | -6.6% | -25.5% |
| 6M | -25.6% | -15.8% | -9.9% | -25.0% |
| YTD | -39.6% | -5.6% | -34.1% | -39.4% |
| 1Y | -38.8% | +21.0% | -59.8% | -38.8% |
| 3Y | +318.1% | +86.0% | +232.0% | +318.7% |
| 5Y | +339.7% | +88.6% | +251.1% | +339.3% |
| All | +339.7% | +90.3% | +249.4% | +339.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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