+136.0%
OKLO vs DOCU
-72.3%
+208.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -1.7% | +24.3% | +22.8% |
| 7D | -6.7% | -5.5% | -1.2% | -6.1% |
| 30D | -36.0% | +12.6% | -48.7% | -37.0% |
| 3M | -44.2% | +36.4% | -80.6% | -46.4% |
| 6M | -70.4% | +66.8% | -137.2% | -72.5% |
| YTD | -67.2% | +13.5% | -80.6% | -68.0% |
| 1Y | -77.9% | +11.3% | -89.2% | -78.4% |
| 3Y | +128.4% | +92.1% | +36.4% | +125.3% |
| 5Y | +139.1% | -71.0% | +210.1% | +139.0% |
| All | +136.0% | -72.3% | +208.3% | +136.2% |
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