+316.9%
OKLO vs ES
-5.6%
+322.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.6% |
| 7D | +2.8% | +0.3% | +2.5% | +2.8% |
| 30D | -4.0% | -2.0% | -2.0% | -3.9% |
| 3M | -36.9% | +1.7% | -38.6% | -37.0% |
| 6M | -37.1% | -3.5% | -33.6% | -37.2% |
| YTD | -42.5% | +7.9% | -50.4% | -42.9% |
| 1Y | -40.7% | +17.2% | -57.9% | -41.7% |
| 3Y | +299.1% | +29.3% | +269.8% | +292.4% |
| All | +316.9% | -5.6% | +322.5% | +307.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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