+332.6%
OKLO vs FIS
-66.7%
+399.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.5% |
| 7D | +7.7% | -9.1% | +16.8% | +8.2% |
| 30D | -4.3% | -10.4% | +6.1% | -3.8% |
| 3M | -24.6% | -3.7% | -20.9% | -24.8% |
| 6M | -31.1% | -24.8% | -6.3% | -29.8% |
| YTD | -40.7% | -41.6% | +0.9% | -38.2% |
| 1Y | -42.4% | -42.7% | +0.3% | -40.0% |
| 3Y | +310.9% | -26.2% | +337.1% | +334.8% |
| 5Y | +332.6% | -66.1% | +398.7% | +355.8% |
| All | +332.6% | -66.7% | +399.4% | +355.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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