+305.3%
OKLO vs EFX
-37.1%
+342.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | 0.0% | -6.3% | -6.3% |
| 7D | +0.1% | -11.1% | +11.2% | +1.7% |
| 30D | -15.2% | -7.4% | -7.8% | -14.4% |
| 3M | -26.2% | +1.5% | -27.7% | -27.1% |
| 6M | -35.0% | -13.7% | -21.3% | -34.0% |
| YTD | -44.4% | -21.9% | -22.6% | -42.5% |
| 1Y | -45.9% | -30.8% | -15.1% | -43.0% |
| 3Y | +284.9% | -12.4% | +297.3% | +300.5% |
| 5Y | +305.3% | -35.9% | +341.2% | +322.2% |
| All | +305.3% | -37.1% | +342.4% | +322.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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