+305.3%
OKLO vs JCI
+105.2%
+200.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.5% | -4.9% | -5.5% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | -15.2% | -7.7% | -7.4% | -11.4% |
| 3M | -26.2% | +2.8% | -28.9% | -27.5% |
| 6M | -35.0% | +7.2% | -42.3% | -37.3% |
| YTD | -44.4% | +20.0% | -64.4% | -49.8% |
| 1Y | -45.9% | +33.3% | -79.2% | -53.3% |
| 3Y | +284.9% | +161.3% | +123.6% | +188.2% |
| 5Y | +305.3% | +108.8% | +196.5% | +204.7% |
| All | +305.3% | +105.2% | +200.1% | +204.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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