+172.5%
OKLO vs FDS
-23.2%
+195.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -0.4% | +14.3% | +13.9% |
| 7D | +14.1% | -5.0% | +19.1% | +13.7% |
| 30D | -22.7% | +13.8% | -36.4% | -22.0% |
| 3M | -44.6% | +14.8% | -59.4% | -44.1% |
| 6M | -63.0% | +47.4% | -110.4% | -62.4% |
| YTD | -62.6% | +14.2% | -76.7% | -61.5% |
| 1Y | -76.2% | +26.6% | -102.8% | -75.7% |
| 3Y | +160.8% | -24.4% | +185.3% | +188.7% |
| 5Y | +172.5% | -22.6% | +195.1% | +200.4% |
| All | +172.5% | -23.2% | +195.7% | +200.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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