+168.9%
OKLO vs FIVE
+33.5%
+135.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +5.6% | +8.4% | +12.6% |
| 7D | +14.1% | +6.2% | +7.9% | +12.6% |
| 30D | -22.7% | +18.2% | -40.8% | -25.6% |
| 3M | -44.6% | +3.8% | -48.4% | -45.2% |
| 6M | -63.0% | +13.7% | -76.7% | -64.4% |
| YTD | -62.6% | +34.7% | -97.3% | -65.1% |
| 1Y | -76.2% | +66.6% | -142.8% | -78.8% |
| 3Y | +160.8% | +44.3% | +116.6% | +107.8% |
| 5Y | +172.5% | +18.8% | +153.7% | +118.0% |
| All | +168.9% | +33.5% | +135.5% | +112.0% |
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