+305.3%
OKLO vs DOW
-36.0%
+341.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.8% | -7.1% | -6.4% |
| 7D | +0.1% | -2.4% | +2.5% | +0.3% |
| 30D | -15.2% | -4.1% | -11.1% | -14.9% |
| 3M | -26.2% | -12.4% | -13.7% | -25.2% |
| 6M | -35.0% | -10.6% | -24.4% | -35.4% |
| YTD | -44.4% | +31.1% | -75.5% | -49.0% |
| 1Y | -45.9% | +30.5% | -76.4% | -50.6% |
| 3Y | +284.9% | -34.4% | +319.3% | +296.8% |
| 5Y | +305.3% | -35.5% | +340.8% | +318.6% |
| All | +305.3% | -36.0% | +341.2% | +318.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling