+305.3%
OKLO vs DVA
+40.8%
+264.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -6.2% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | -15.2% | +1.7% | -16.8% | -15.4% |
| 3M | -26.2% | -8.7% | -17.5% | -25.8% |
| 6M | -35.0% | +19.7% | -54.7% | -37.1% |
| YTD | -44.4% | +59.6% | -104.0% | -48.3% |
| 1Y | -45.9% | +37.1% | -83.0% | -48.8% |
| 3Y | +284.9% | +89.8% | +195.2% | +268.8% |
| 5Y | +305.3% | +47.4% | +257.9% | +280.3% |
| All | +305.3% | +40.8% | +264.4% | +280.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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