+138.4%
OKLO vs LII
+19.9%
+118.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -2.0% | +24.6% | +23.3% |
| 7D | -6.7% | -0.6% | -6.1% | -6.7% |
| 30D | -36.0% | -4.6% | -31.4% | -35.3% |
| 3M | -44.2% | -21.2% | -23.0% | -39.6% |
| 6M | -70.4% | -36.4% | -34.0% | -65.9% |
| YTD | -67.2% | -28.9% | -38.3% | -63.6% |
| 1Y | -77.9% | -29.5% | -48.4% | -75.4% |
| 3Y | +128.4% | -8.6% | +137.0% | +160.5% |
| All | +138.4% | +19.9% | +118.5% | +172.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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