+334.0%
OKLO vs MDY
+52.0%
+281.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.6% | +5.6% |
| 7D | +12.4% | +1.0% | +11.4% | +11.3% |
| 30D | -10.6% | -3.1% | -7.4% | -7.6% |
| 3M | -26.5% | +1.8% | -28.4% | -27.2% |
| 6M | -25.6% | +10.8% | -36.4% | -30.3% |
| YTD | -39.6% | +14.4% | -54.1% | -44.4% |
| 1Y | -38.8% | +15.2% | -54.0% | -43.4% |
| 3Y | +318.1% | +51.2% | +266.9% | +266.4% |
| 5Y | +339.7% | +47.2% | +292.4% | +285.6% |
| All | +334.0% | +52.0% | +281.9% | +278.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling