+139.7%
OKLO vs GEN
+23.2%
+116.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.3% |
| 7D | +1.6% | +2.0% | -0.5% | +1.5% |
| 30D | -17.6% | +27.7% | -45.4% | -19.1% |
| 3M | -48.5% | +3.3% | -51.8% | -48.8% |
| 6M | -65.7% | +31.8% | -97.5% | -66.3% |
| YTD | -66.7% | +13.5% | -80.2% | -67.4% |
| 1Y | -76.5% | +16.0% | -92.5% | -77.0% |
| 3Y | +132.5% | +70.6% | +61.9% | +150.4% |
| 5Y | +142.8% | +32.1% | +110.7% | +161.9% |
| All | +139.7% | +23.2% | +116.5% | +157.6% |
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