+313.5%
OKLO vs JCI
+133.9%
+179.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.9% | +1.7% | +2.5% |
| 7D | +2.8% | +3.8% | -1.0% | +0.7% |
| 30D | -4.0% | -5.7% | +1.7% | -1.1% |
| 3M | -36.9% | -1.4% | -35.5% | -36.6% |
| 6M | -37.1% | +4.1% | -41.3% | -38.4% |
| YTD | -42.5% | +21.7% | -64.2% | -48.4% |
| 1Y | -40.7% | +36.1% | -76.8% | -49.3% |
| 3Y | +299.1% | +154.4% | +144.7% | +197.4% |
| 5Y | +317.3% | +112.0% | +205.3% | +212.7% |
| All | +313.5% | +133.9% | +179.6% | +206.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling