+334.0%
OKLO vs FISV
-53.1%
+387.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.0% | +9.0% | +5.1% |
| 7D | +12.4% | -1.6% | +14.0% | +12.4% |
| 30D | -10.6% | -3.0% | -7.6% | -10.5% |
| 3M | -26.5% | -3.5% | -23.0% | -26.5% |
| 6M | -25.6% | -19.4% | -6.3% | -25.0% |
| YTD | -39.6% | -24.3% | -15.4% | -38.9% |
| 1Y | -38.8% | -62.4% | +23.6% | -37.1% |
| 3Y | +318.1% | -58.2% | +376.2% | +351.2% |
| 5Y | +339.7% | -56.5% | +396.2% | +377.4% |
| All | +334.0% | -53.1% | +387.0% | +368.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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