+305.3%
OKLO vs EWZ
+60.3%
+244.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.3% | -7.6% | -6.9% |
| 7D | +0.1% | +1.1% | -1.0% | -0.4% |
| 30D | -15.2% | +13.5% | -28.6% | -19.6% |
| 3M | -26.2% | +15.2% | -41.4% | -30.4% |
| 6M | -35.0% | +3.7% | -38.8% | -35.6% |
| YTD | -44.4% | +22.5% | -67.0% | -47.4% |
| 1Y | -45.9% | +35.3% | -81.2% | -49.9% |
| 3Y | +284.9% | +50.2% | +234.7% | +245.9% |
| 5Y | +305.3% | +64.6% | +240.7% | +264.8% |
| All | +305.3% | +60.3% | +244.9% | +264.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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