+334.0%
OKLO vs JAAA
+27.1%
+306.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +12.4% | +0.1% | +12.3% | +12.1% |
| 30D | -10.6% | +0.5% | -11.0% | -11.5% |
| 3M | -26.5% | +1.2% | -27.7% | -28.6% |
| 6M | -25.6% | +2.8% | -28.5% | -30.3% |
| YTD | -39.6% | +3.2% | -42.8% | -43.7% |
| 1Y | -38.8% | +4.8% | -43.6% | -44.5% |
| 3Y | +318.1% | +19.0% | +299.1% | +257.1% |
| 5Y | +339.7% | +26.8% | +312.9% | +271.6% |
| All | +334.0% | +27.1% | +306.8% | +266.5% |
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