+128.4%
OKLO vs FIVE
+34.8%
+93.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -0.4% | +23.1% | +22.8% |
| 7D | -6.7% | -0.3% | -6.5% | -6.7% |
| 30D | -36.0% | +17.7% | -53.7% | -40.0% |
| 3M | -44.2% | +4.0% | -48.2% | -45.3% |
| 6M | -70.4% | +2.6% | -73.0% | -71.2% |
| YTD | -67.2% | +27.6% | -94.8% | -70.3% |
| 1Y | -77.9% | +59.9% | -137.9% | -81.6% |
| 3Y | +128.4% | +35.8% | +92.6% | +67.6% |
| All | +128.4% | +34.8% | +93.6% | +67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling