+146.7%
OKLO vs IT
-42.6%
+189.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.1% | -4.3% | -5.4% |
| 7D | +27.3% | -3.7% | +31.0% | +27.5% |
| 30D | -23.1% | -3.1% | -20.0% | -23.1% |
| 3M | -45.8% | +6.3% | -52.2% | -46.3% |
| 6M | -66.8% | +24.8% | -91.6% | -67.6% |
| YTD | -65.9% | -24.4% | -41.6% | -64.2% |
| 1Y | -78.0% | -17.1% | -60.9% | -77.3% |
| 3Y | +137.4% | -53.6% | +191.0% | +181.4% |
| All | +146.7% | -42.6% | +189.4% | +193.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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