+340.1%
OKLO vs ED
+67.6%
+272.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +5.4% |
| 7D | +12.4% | +0.5% | +11.9% | +12.7% |
| 30D | -10.6% | +1.1% | -11.6% | -10.0% |
| 3M | -26.5% | +4.6% | -31.2% | -24.4% |
| 6M | -25.6% | -2.0% | -23.7% | -25.3% |
| YTD | -39.6% | +11.7% | -51.3% | -35.9% |
| 1Y | -38.8% | +15.7% | -54.5% | -33.8% |
| 3Y | +318.1% | +34.4% | +283.7% | +355.4% |
| All | +340.1% | +67.6% | +272.6% | +385.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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