+262.9%
OKLO vs FIVN
-83.7%
+346.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.4% | -10.5% | -9.3% |
| 7D | -12.2% | -7.8% | -4.4% | -11.5% |
| 30D | -19.7% | -1.7% | -18.0% | -19.7% |
| 3M | -37.4% | +47.2% | -84.6% | -40.3% |
| 6M | -42.3% | +82.7% | -125.0% | -47.4% |
| YTD | -49.5% | +52.9% | -102.4% | -53.1% |
| 1Y | -54.7% | +17.5% | -72.2% | -56.3% |
| 3Y | +249.6% | -55.8% | +305.4% | +242.7% |
| 5Y | +268.1% | -82.3% | +350.4% | +258.3% |
| All | +262.9% | -83.7% | +346.6% | +252.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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