+139.7%
OKLO vs JAAA
+28.1%
+111.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.3% |
| 30D | -17.6% | +0.4% | -18.1% | -18.5% |
| 3M | -48.5% | +1.2% | -49.7% | -50.0% |
| 6M | -65.7% | +2.3% | -68.0% | -67.5% |
| YTD | -66.7% | +4.0% | -70.7% | -69.5% |
| 1Y | -76.5% | +4.8% | -81.3% | -78.8% |
| 3Y | +132.5% | +18.4% | +114.0% | +95.0% |
| 5Y | +142.8% | +27.5% | +115.3% | +101.6% |
| All | +139.7% | +28.1% | +111.6% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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