+313.5%
OKLO vs FTV
+10.7%
+302.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.9% |
| 7D | +2.8% | -4.5% | +7.3% | +4.2% |
| 30D | -4.0% | -7.1% | +3.1% | -1.9% |
| 3M | -36.9% | -7.2% | -29.7% | -35.7% |
| 6M | -37.1% | -1.5% | -35.6% | -37.2% |
| YTD | -42.5% | +3.5% | -46.0% | -43.9% |
| 1Y | -40.7% | +20.3% | -61.1% | -45.6% |
| 3Y | +299.1% | -3.1% | +302.2% | +288.0% |
| 5Y | +317.3% | +2.3% | +314.9% | +306.2% |
| All | +313.5% | +10.7% | +302.8% | +299.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling