+270.7%
OKLO vs MDY
+46.3%
+224.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.8% | -10.0% | -10.0% |
| 7D | -12.2% | -1.9% | -10.4% | -10.7% |
| 30D | -19.7% | -4.6% | -15.1% | -15.8% |
| 3M | -37.4% | -1.2% | -36.2% | -36.2% |
| 6M | -42.3% | +9.2% | -51.5% | -45.3% |
| YTD | -49.5% | +13.1% | -62.6% | -53.0% |
| 1Y | -54.7% | +13.0% | -67.7% | -57.5% |
| 3Y | +249.6% | +49.2% | +200.4% | +209.4% |
| All | +270.7% | +46.3% | +224.4% | +228.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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