+299.6%
OKLO vs FTV
+6.0%
+293.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.3% | -4.0% | -5.6% |
| 7D | +0.1% | -5.2% | +5.3% | +1.7% |
| 30D | -15.2% | -11.5% | -3.7% | -12.0% |
| 3M | -26.2% | -9.0% | -17.1% | -24.3% |
| 6M | -35.0% | -2.0% | -33.0% | -35.0% |
| YTD | -44.4% | -0.9% | -43.5% | -45.0% |
| 1Y | -45.9% | +14.8% | -60.7% | -49.6% |
| 3Y | +284.9% | -5.5% | +290.5% | +279.2% |
| 5Y | +305.3% | -1.9% | +307.1% | +299.8% |
| All | +299.6% | +6.0% | +293.6% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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