-80.3%
OKLO vs LPLA
-16.5%
-63.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.6% | -10.5% | -7.4% |
| 7D | -18.4% | +15.7% | -34.1% | -23.1% |
| 30D | -38.5% | -6.2% | -32.3% | -37.0% |
| 3M | -48.9% | -12.0% | -36.9% | -46.5% |
| 6M | -67.8% | -2.7% | -65.0% | -67.9% |
| YTD | -69.2% | -12.5% | -56.6% | -66.5% |
| 1Y | -80.3% | -16.5% | -63.8% | -76.2% |
| All | -80.3% | -16.5% | -63.8% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 1y: compounded portfolio wealth divided by compounded LPLA 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…
1y analysis · Full analysis span regression · 6 months rolling