+172.5%
OKLO vs GEN
+27.3%
+145.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | 0.0% | +13.9% | +14.0% |
| 7D | +14.1% | -0.3% | +14.4% | +14.1% |
| 30D | -22.7% | +28.2% | -50.8% | -24.1% |
| 3M | -44.6% | +2.6% | -47.2% | -44.9% |
| 6M | -63.0% | +32.7% | -95.7% | -63.7% |
| YTD | -62.6% | +11.3% | -73.9% | -63.4% |
| 1Y | -76.2% | +17.9% | -94.1% | -76.7% |
| 3Y | +160.8% | +66.3% | +94.5% | +183.0% |
| 5Y | +172.5% | +31.7% | +140.8% | +195.8% |
| All | +172.5% | +27.3% | +145.2% | +195.8% |
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