+334.0%
OKLO vs KMI
+135.5%
+198.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.1% | +4.3% |
| 7D | +12.4% | -0.4% | +12.8% | +12.6% |
| 30D | -10.6% | +3.7% | -14.2% | -12.1% |
| 3M | -26.5% | +3.2% | -29.7% | -28.4% |
| 6M | -25.6% | -3.0% | -22.7% | -25.9% |
| YTD | -39.6% | +19.7% | -59.3% | -46.0% |
| 1Y | -38.8% | +25.6% | -64.4% | -47.0% |
| 3Y | +318.1% | +120.2% | +197.8% | +264.3% |
| 5Y | +339.7% | +160.5% | +179.2% | +280.9% |
| All | +334.0% | +135.5% | +198.5% | +279.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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