+270.7%
OKLO vs DTE
+30.3%
+240.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.3% | -7.9% | -9.0% |
| 7D | -12.2% | -2.6% | -9.7% | -12.0% |
| 30D | -19.7% | -4.4% | -15.3% | -19.4% |
| 3M | -37.4% | -8.3% | -29.1% | -37.0% |
| 6M | -42.3% | -8.1% | -34.2% | -42.0% |
| YTD | -49.5% | +4.4% | -53.9% | -50.1% |
| 1Y | -54.7% | +0.2% | -54.9% | -54.9% |
| 3Y | +249.6% | +42.6% | +207.0% | +242.0% |
| All | +270.7% | +30.3% | +240.4% | +263.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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