+313.5%
OKLO vs ESI
+68.4%
+245.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.9% | +0.6% | +2.2% |
| 7D | +2.8% | +3.3% | -0.5% | +1.4% |
| 30D | -4.0% | -5.9% | +1.9% | -1.3% |
| 3M | -36.9% | -14.1% | -22.8% | -32.6% |
| 6M | -37.1% | +6.6% | -43.7% | -38.4% |
| YTD | -42.5% | +45.0% | -87.5% | -49.9% |
| 1Y | -40.7% | +41.5% | -82.2% | -47.6% |
| 3Y | +299.1% | +78.8% | +220.4% | +241.8% |
| 5Y | +317.3% | +70.9% | +246.4% | +257.0% |
| All | +313.5% | +68.4% | +245.1% | +253.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling