+313.5%
OKLO vs FIS
-67.0%
+380.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.6% |
| 7D | +2.8% | +1.1% | +1.7% | +2.7% |
| 30D | -4.0% | -2.2% | -1.8% | -3.9% |
| 3M | -36.9% | +2.1% | -39.0% | -37.1% |
| 6M | -37.1% | -14.7% | -22.5% | -36.5% |
| YTD | -42.5% | -35.7% | -6.8% | -40.5% |
| 1Y | -40.7% | -37.1% | -3.7% | -38.5% |
| 3Y | +299.1% | -20.0% | +319.1% | +319.6% |
| 5Y | +317.3% | -62.1% | +379.4% | +336.5% |
| All | +313.5% | -67.0% | +380.6% | +333.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling