+270.7%
OKLO vs DHI
+61.2%
+209.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.7% | -10.9% | -9.2% |
| 7D | -12.2% | -3.4% | -8.8% | -12.2% |
| 30D | -19.7% | -5.4% | -14.3% | -19.7% |
| 3M | -37.4% | -10.4% | -27.0% | -37.4% |
| 6M | -42.3% | -2.8% | -39.5% | -42.3% |
| YTD | -49.5% | -3.4% | -46.1% | -49.5% |
| 1Y | -54.7% | -22.9% | -31.8% | -55.4% |
| 3Y | +249.6% | +20.7% | +228.9% | +250.0% |
| All | +270.7% | +61.2% | +209.5% | +273.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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