+159.1%
OKLO vs GEN
+24.2%
+135.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.1% | +1.0% | +3.0% |
| 7D | +16.9% | -0.8% | +17.7% | +16.9% |
| 30D | -19.7% | +31.2% | -50.9% | -21.2% |
| 3M | -45.0% | +6.1% | -51.1% | -45.4% |
| 6M | -66.9% | +38.1% | -105.0% | -67.6% |
| YTD | -64.0% | +14.4% | -78.3% | -64.8% |
| 1Y | -75.2% | +15.1% | -90.3% | -75.7% |
| 3Y | +151.1% | +68.5% | +82.6% | +170.3% |
| 5Y | +162.8% | +35.8% | +127.0% | +183.3% |
| All | +159.1% | +24.2% | +135.0% | +178.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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