-54.7%
OKLO vs EQH
+3.9%
-58.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.4% | -10.6% | -10.1% |
| 7D | -12.2% | +0.7% | -13.0% | -12.8% |
| 30D | -19.7% | +2.8% | -22.6% | -21.6% |
| 3M | -37.4% | +23.1% | -60.5% | -47.7% |
| 6M | -42.3% | +41.4% | -83.7% | -57.0% |
| YTD | -49.5% | +14.3% | -63.8% | -57.0% |
| 1Y | -54.7% | +1.6% | -56.3% | -56.8% |
| All | -54.7% | +3.9% | -58.6% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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