+151.3%
OKLO vs FGI
+5.7%
+145.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.9% | -2.8% | +2.9% |
| 7D | +16.9% | +6.9% | +10.0% | +16.7% |
| 30D | -19.7% | +3.9% | -23.6% | -19.8% |
| 3M | -45.0% | +74.3% | -119.3% | -46.3% |
| 6M | -66.9% | +28.9% | -95.8% | -67.6% |
| YTD | -64.0% | +39.1% | -103.1% | -65.6% |
| 1Y | -75.2% | +49.3% | -124.5% | -76.3% |
| All | +151.3% | +5.7% | +145.6% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling