+172.5%
OKLO vs LTH
+142.3%
+30.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -0.5% | +14.5% | +14.0% |
| 7D | +14.1% | +7.0% | +7.1% | +12.7% |
| 30D | -22.7% | +15.4% | -38.1% | -24.6% |
| 3M | -44.6% | +7.0% | -51.6% | -45.4% |
| 6M | -63.0% | +46.9% | -109.8% | -65.6% |
| YTD | -62.6% | +76.4% | -139.0% | -66.2% |
| 1Y | -76.2% | +83.7% | -159.9% | -78.6% |
| 3Y | +160.8% | +248.9% | -88.0% | +135.1% |
| 5Y | +172.5% | +141.8% | +30.7% | +143.7% |
| All | +172.5% | +142.3% | +30.2% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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