+313.5%
OKLO vs DOCS
-44.3%
+357.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.8% | +6.4% | +3.9% |
| 7D | +2.8% | -1.4% | +4.2% | +3.0% |
| 30D | -4.0% | +21.8% | -25.8% | -6.5% |
| 3M | -36.9% | +27.3% | -64.2% | -38.9% |
| 6M | -37.1% | -0.3% | -36.8% | -37.8% |
| YTD | -42.5% | -40.5% | -2.0% | -40.0% |
| 1Y | -40.7% | -61.5% | +20.8% | -35.3% |
| 3Y | +299.1% | +8.2% | +291.0% | +326.8% |
| 5Y | +317.3% | -73.4% | +390.7% | +345.7% |
| All | +313.5% | -44.3% | +357.9% | +342.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 all: compounded portfolio wealth divided by compounded DOCS 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…
all analysis · Full analysis span regression · 6 months rolling