+339.7%
OKLO vs GEN
+22.3%
+317.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.7% | +7.7% | +5.1% |
| 7D | +12.4% | -0.7% | +13.1% | +12.4% |
| 30D | -10.6% | +2.6% | -13.2% | -10.7% |
| 3M | -26.5% | +15.8% | -42.3% | -27.2% |
| 6M | -25.6% | +33.1% | -58.8% | -27.2% |
| YTD | -39.6% | +11.3% | -50.9% | -40.7% |
| 1Y | -38.8% | +1.7% | -40.4% | -39.7% |
| 3Y | +318.1% | +58.1% | +259.9% | +353.8% |
| 5Y | +339.7% | +20.6% | +319.1% | +377.1% |
| All | +339.7% | +22.3% | +317.4% | +377.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling