+141.4%
OKLO vs EWT
+118.2%
+23.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | +1.6% | +9.1% | -7.6% | -6.6% |
| 30D | -17.6% | -12.2% | -5.4% | -6.0% |
| 3M | -48.5% | -9.4% | -39.1% | -42.8% |
| 6M | -65.7% | +2.7% | -68.3% | -65.6% |
| YTD | -66.7% | +53.3% | -119.9% | -76.0% |
| 1Y | -76.5% | +59.2% | -135.6% | -83.5% |
| 3Y | +132.5% | +157.1% | -24.6% | +41.4% |
| All | +141.4% | +118.2% | +23.2% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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