+334.0%
OKLO vs FIVE
+33.6%
+300.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.8% |
| 7D | +12.4% | +3.7% | +8.7% | +11.4% |
| 30D | -10.6% | +4.0% | -14.5% | -11.5% |
| 3M | -26.5% | +36.2% | -62.8% | -31.8% |
| 6M | -25.6% | +18.0% | -43.7% | -28.7% |
| YTD | -39.6% | +34.9% | -74.5% | -43.7% |
| 1Y | -38.8% | +67.9% | -106.7% | -45.5% |
| 3Y | +318.1% | +57.3% | +260.7% | +233.2% |
| 5Y | +339.7% | +39.5% | +300.2% | +251.7% |
| All | +334.0% | +33.6% | +300.3% | +242.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 10y: compounded portfolio wealth divided by compounded FIVE 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…
10y analysis · Full analysis span regression · 6 months rolling