+151.4%
OKLO vs DOCU
-72.3%
+223.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.1% | -6.4% | -6.5% |
| 7D | +6.8% | -3.4% | +10.2% | +7.2% |
| 30D | -27.7% | +9.3% | -37.0% | -28.5% |
| 3M | -43.6% | +30.2% | -73.8% | -45.6% |
| 6M | -65.4% | +62.1% | -127.5% | -67.7% |
| YTD | -65.0% | +13.5% | -78.6% | -65.9% |
| 1Y | -77.5% | +11.5% | -89.0% | -78.0% |
| 3Y | +143.6% | +89.5% | +54.1% | +140.2% |
| 5Y | +154.7% | -69.6% | +224.3% | +154.5% |
| All | +151.4% | -72.3% | +223.7% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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