+339.7%
OKLO vs FDX
+63.0%
+276.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.6% | +7.5% | +5.1% |
| 7D | +12.4% | -3.3% | +15.7% | +12.7% |
| 30D | -10.6% | -1.4% | -9.2% | -10.5% |
| 3M | -26.5% | -4.5% | -22.0% | -26.3% |
| 6M | -25.6% | +9.4% | -35.1% | -26.0% |
| YTD | -39.6% | +36.0% | -75.7% | -40.0% |
| 1Y | -38.8% | +75.5% | -114.3% | -39.0% |
| 3Y | +318.1% | +62.8% | +255.3% | +304.9% |
| 5Y | +339.7% | +64.4% | +275.3% | +325.6% |
| All | +339.7% | +63.0% | +276.7% | +325.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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