+168.9%
OKLO vs FIX
+1,414.2%
-1,245.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +9.4% | +4.6% | +8.1% |
| 7D | +14.1% | -7.2% | +21.4% | +19.5% |
| 30D | -22.7% | -35.1% | +12.5% | +0.2% |
| 3M | -44.6% | -34.3% | -10.3% | -30.0% |
| 6M | -63.0% | -42.9% | -20.1% | -49.1% |
| YTD | -62.6% | +19.5% | -82.0% | -66.6% |
| 1Y | -76.2% | +16.8% | -92.9% | -78.2% |
| 3Y | +160.8% | +506.7% | -345.9% | +50.1% |
| 5Y | +172.5% | +1,046.7% | -874.2% | +56.6% |
| All | +168.9% | +1,414.2% | -1,245.2% | +53.5% |
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