+334.0%
OKLO vs DVA
+48.6%
+285.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.1% | +7.1% | +5.2% |
| 7D | +12.4% | +2.2% | +10.2% | +12.1% |
| 30D | -10.6% | -2.0% | -8.5% | -10.4% |
| 3M | -26.5% | -6.3% | -20.3% | -26.5% |
| 6M | -25.6% | +19.4% | -45.1% | -27.9% |
| YTD | -39.6% | +58.5% | -98.1% | -43.7% |
| 1Y | -38.8% | +33.9% | -72.6% | -41.8% |
| 3Y | +318.1% | +88.4% | +229.6% | +301.0% |
| 5Y | +339.7% | +39.5% | +300.2% | +318.5% |
| All | +334.0% | +48.6% | +285.4% | +312.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling