+334.0%
OKLO vs CI
+29.9%
+304.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.8% | +6.8% | +4.7% |
| 7D | +12.4% | -2.0% | +14.4% | +12.2% |
| 30D | -10.6% | -1.8% | -8.7% | -10.7% |
| 3M | -26.5% | -4.2% | -22.3% | -26.7% |
| 6M | -25.6% | +2.7% | -28.3% | -25.3% |
| YTD | -39.6% | +1.9% | -41.6% | -39.4% |
| 1Y | -38.8% | -6.3% | -32.5% | -38.8% |
| 3Y | +318.1% | +3.9% | +314.2% | +321.3% |
| 5Y | +339.7% | +41.9% | +297.8% | +345.6% |
| All | +334.0% | +29.9% | +304.1% | +339.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling