+154.7%
OKLO vs ESI
+39.6%
+115.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -6.2% |
| 7D | +6.8% | -6.6% | +13.4% | +11.3% |
| 30D | -27.7% | -9.8% | -17.9% | -23.4% |
| 3M | -43.6% | -11.9% | -31.7% | -39.6% |
| 6M | -65.4% | -25.1% | -40.3% | -60.1% |
| YTD | -65.0% | +31.9% | -96.9% | -68.3% |
| 1Y | -77.5% | +19.2% | -96.7% | -78.7% |
| 3Y | +143.6% | +76.2% | +67.4% | +116.9% |
| 5Y | +154.7% | +39.4% | +115.3% | +128.4% |
| All | +154.7% | +39.6% | +115.2% | +128.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling