+148.2%
OKLO vs FTV
+18.0%
+130.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.4% | -5.4% |
| 7D | +27.3% | +3.7% | +23.6% | +25.9% |
| 30D | -23.1% | +16.8% | -39.9% | -26.7% |
| 3M | -45.8% | +10.4% | -56.2% | -47.5% |
| 6M | -66.8% | +12.8% | -79.6% | -68.1% |
| YTD | -65.9% | +23.3% | -89.2% | -68.5% |
| 1Y | -78.0% | +31.0% | -109.0% | -80.2% |
| 3Y | +137.4% | +38.6% | +98.8% | +118.0% |
| 5Y | +148.2% | +17.6% | +130.7% | +130.8% |
| All | +148.2% | +18.0% | +130.3% | +130.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling