+139.7%
OKLO vs GIS
-29.0%
+168.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -1.1% |
| 7D | +1.6% | -3.4% | +4.9% | +0.1% |
| 30D | -17.6% | +6.9% | -24.5% | -14.7% |
| 3M | -48.5% | -10.1% | -38.4% | -50.3% |
| 6M | -65.7% | +5.9% | -71.5% | -64.1% |
| YTD | -66.7% | -21.1% | -45.6% | -69.1% |
| 1Y | -76.5% | -22.5% | -54.0% | -78.2% |
| 3Y | +132.5% | -39.0% | +171.4% | +100.5% |
| 5Y | +142.8% | -33.3% | +176.2% | +110.0% |
| All | +139.7% | -29.0% | +168.7% | +107.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling