+262.9%
OKLO vs JBL
+477.3%
-214.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +5.0% | -14.2% | -11.9% |
| 7D | -12.2% | +2.4% | -14.7% | -13.6% |
| 30D | -19.7% | -13.1% | -6.6% | -13.5% |
| 3M | -37.4% | -15.6% | -21.8% | -31.7% |
| 6M | -42.3% | +24.6% | -66.9% | -47.1% |
| YTD | -49.5% | +39.6% | -89.1% | -56.2% |
| 1Y | -54.7% | +48.6% | -103.3% | -61.2% |
| 3Y | +249.6% | +197.3% | +52.4% | +154.2% |
| 5Y | +268.1% | +413.0% | -144.9% | +168.0% |
| All | +262.9% | +477.3% | -214.4% | +161.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 10y: compounded portfolio wealth divided by compounded JBL 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…
10y analysis · Full analysis span regression · 6 months rolling