+305.3%
OKLO vs EFV
+94.1%
+211.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.3% | -6.0% | -6.1% |
| 7D | +0.1% | -2.0% | +2.1% | +1.9% |
| 30D | -15.2% | -0.2% | -15.0% | -15.0% |
| 3M | -26.2% | +9.1% | -35.3% | -31.1% |
| 6M | -35.0% | +11.7% | -46.7% | -39.4% |
| YTD | -44.4% | +17.0% | -61.5% | -49.6% |
| 1Y | -45.9% | +26.7% | -72.6% | -53.2% |
| 3Y | +284.9% | +90.2% | +194.8% | +190.6% |
| 5Y | +305.3% | +96.1% | +209.2% | +204.4% |
| All | +305.3% | +94.1% | +211.2% | +204.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling