+305.3%
OKLO vs GIS
-25.0%
+330.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.0% | -3.3% | -7.7% |
| 7D | +0.1% | -8.4% | +8.5% | -3.8% |
| 30D | -15.2% | -5.2% | -10.0% | -17.0% |
| 3M | -26.2% | +8.2% | -34.3% | -22.9% |
| 6M | -35.0% | -12.0% | -23.0% | -38.0% |
| YTD | -44.4% | -18.9% | -25.6% | -48.4% |
| 1Y | -45.9% | -23.6% | -22.3% | -50.5% |
| 3Y | +284.9% | -37.6% | +322.6% | +231.1% |
| 5Y | +305.3% | -25.2% | +330.5% | +251.2% |
| All | +305.3% | -25.0% | +330.3% | +251.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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