-40.7%
OKLO vs EFV
+30.7%
-71.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.9% |
| 7D | +2.8% | +1.5% | +1.3% | -0.9% |
| 30D | -4.0% | +1.7% | -5.7% | -7.5% |
| 3M | -36.9% | +8.6% | -45.5% | -47.4% |
| 6M | -37.1% | +11.7% | -48.8% | -49.3% |
| YTD | -42.5% | +19.3% | -61.8% | -58.7% |
| 1Y | -40.7% | +30.2% | -70.9% | -60.3% |
| All | -40.7% | +30.7% | -71.4% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling