+334.0%
OKLO vs FIX
+2,142.2%
-1,808.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.4% | +2.6% | +3.5% |
| 7D | +12.4% | +6.1% | +6.4% | +8.4% |
| 30D | -10.6% | -2.7% | -7.9% | -9.7% |
| 3M | -26.5% | -10.9% | -15.6% | -22.4% |
| 6M | -25.6% | +29.0% | -54.6% | -36.0% |
| YTD | -39.6% | +76.9% | -116.5% | -57.0% |
| 1Y | -38.8% | +130.7% | -169.5% | -61.4% |
| 3Y | +318.1% | +790.7% | -472.6% | +92.4% |
| 5Y | +339.7% | +2,185.6% | -1,845.9% | +100.2% |
| All | +334.0% | +2,142.2% | -1,808.2% | +98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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