+305.3%
OKLO vs DBX
+8.4%
+296.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.3% | -7.6% | -6.5% |
| 7D | +0.1% | -1.8% | +1.9% | +0.3% |
| 30D | -15.2% | +2.8% | -18.0% | -15.6% |
| 3M | -26.2% | +26.8% | -52.9% | -29.6% |
| 6M | -35.0% | +32.8% | -67.8% | -39.3% |
| YTD | -44.4% | +26.1% | -70.5% | -47.5% |
| 1Y | -45.9% | +14.1% | -60.1% | -47.7% |
| 3Y | +284.9% | +25.7% | +259.2% | +261.0% |
| 5Y | +305.3% | +11.2% | +294.1% | +277.5% |
| All | +305.3% | +8.4% | +296.8% | +277.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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