+139.7%
OKLO vs DOW
-28.0%
+167.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -2.1% |
| 7D | +1.6% | +5.2% | -3.7% | +1.2% |
| 30D | -17.6% | +13.2% | -30.8% | -18.3% |
| 3M | -48.5% | +10.1% | -58.6% | -48.9% |
| 6M | -65.7% | -13.1% | -52.6% | -65.0% |
| YTD | -66.7% | +46.1% | -112.8% | -69.6% |
| 1Y | -76.5% | +50.0% | -126.5% | -78.7% |
| 3Y | +132.5% | -20.2% | +152.7% | +137.1% |
| 5Y | +142.8% | -27.7% | +170.5% | +147.3% |
| All | +139.7% | -28.0% | +167.7% | +145.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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