+316.9%
OKLO vs DOC
-24.5%
+341.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.4% | +4.1% |
| 7D | +2.8% | -1.5% | +4.3% | +3.2% |
| 30D | -4.0% | -4.8% | +0.8% | -2.7% |
| 3M | -36.9% | +6.9% | -43.8% | -38.4% |
| 6M | -37.1% | +20.7% | -57.9% | -40.6% |
| YTD | -42.5% | +34.1% | -76.6% | -46.9% |
| 1Y | -40.7% | +22.6% | -63.4% | -44.3% |
| 3Y | +299.1% | +20.8% | +278.3% | +277.3% |
| All | +316.9% | -24.5% | +341.4% | +290.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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