+326.6%
OKLO vs ESI
+67.3%
+259.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.2% |
| 7D | +7.7% | +3.9% | +3.8% | +5.9% |
| 30D | -4.3% | -3.8% | -0.5% | -2.5% |
| 3M | -24.6% | -13.1% | -11.5% | -20.0% |
| 6M | -31.1% | +11.3% | -42.4% | -33.7% |
| YTD | -40.7% | +44.1% | -84.8% | -48.2% |
| 1Y | -42.4% | +40.3% | -82.8% | -48.9% |
| 3Y | +310.9% | +84.1% | +226.9% | +253.0% |
| 5Y | +332.6% | +75.8% | +256.8% | +270.9% |
| All | +326.6% | +67.3% | +259.2% | +265.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling