+339.7%
OKLO vs HWM
+655.8%
-316.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -10.7% | +15.6% | +10.2% |
| 7D | +12.4% | -9.2% | +21.6% | +17.0% |
| 30D | -10.6% | -17.9% | +7.3% | -2.5% |
| 3M | -26.5% | -6.0% | -20.5% | -25.6% |
| 6M | -25.6% | -7.4% | -18.3% | -24.1% |
| YTD | -39.6% | +13.1% | -52.7% | -44.1% |
| 1Y | -38.8% | +29.3% | -68.1% | -46.5% |
| 3Y | +318.1% | +389.9% | -71.9% | +205.2% |
| 5Y | +339.7% | +655.5% | -315.8% | +221.0% |
| All | +339.7% | +655.8% | -316.1% | +221.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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