+172.5%
OKLO vs JD
-58.0%
+230.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -2.5% | +16.5% | +14.3% |
| 7D | +14.1% | +7.9% | +6.2% | +12.9% |
| 30D | -22.7% | +4.8% | -27.4% | -23.2% |
| 3M | -44.6% | -13.9% | -30.6% | -43.6% |
| 6M | -63.0% | -5.8% | -57.2% | -62.9% |
| YTD | -62.6% | +2.4% | -65.0% | -62.8% |
| 1Y | -76.2% | -7.5% | -68.6% | -76.0% |
| 3Y | +160.8% | +20.9% | +140.0% | +166.6% |
| 5Y | +172.5% | -58.0% | +230.5% | +180.3% |
| All | +172.5% | -58.0% | +230.4% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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