+313.5%
OKLO vs DOW
-35.9%
+349.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.0% | +6.6% | +3.8% |
| 7D | +2.8% | -2.4% | +5.2% | +3.0% |
| 30D | -4.0% | +0.4% | -4.4% | -4.2% |
| 3M | -36.9% | -14.4% | -22.5% | -35.9% |
| 6M | -37.1% | -7.0% | -30.2% | -38.0% |
| YTD | -42.5% | +30.2% | -72.7% | -47.1% |
| 1Y | -40.7% | +29.2% | -69.9% | -45.7% |
| 3Y | +299.1% | -36.7% | +335.8% | +310.8% |
| 5Y | +317.3% | -37.7% | +355.0% | +330.8% |
| All | +313.5% | -35.9% | +349.4% | +326.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling