+313.5%
OKLO vs GEN
+24.2%
+289.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.2% | +5.8% | +3.7% |
| 7D | +2.8% | -1.2% | +4.0% | +2.9% |
| 30D | -4.0% | +10.1% | -14.1% | -4.6% |
| 3M | -36.9% | +16.1% | -53.0% | -37.5% |
| 6M | -37.1% | +38.9% | -76.0% | -38.6% |
| YTD | -42.5% | +14.4% | -56.9% | -43.6% |
| 1Y | -40.7% | +5.9% | -46.6% | -41.7% |
| 3Y | +299.1% | +58.8% | +240.3% | +330.9% |
| 5Y | +317.3% | +24.7% | +292.6% | +350.9% |
| All | +313.5% | +24.2% | +289.3% | +345.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling