+139.7%
OKLO vs MSI
+156.2%
-16.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.3% | -2.2% |
| 7D | +1.6% | +3.2% | -1.7% | +1.0% |
| 30D | -17.6% | +17.6% | -35.2% | -20.7% |
| 3M | -48.5% | +14.5% | -63.0% | -50.2% |
| 6M | -65.7% | +34.3% | -99.9% | -68.2% |
| YTD | -66.7% | +39.7% | -106.4% | -69.7% |
| 1Y | -76.5% | +40.2% | -116.6% | -78.6% |
| 3Y | +132.5% | +77.1% | +55.3% | +117.0% |
| 5Y | +142.8% | +124.0% | +18.8% | +126.5% |
| All | +139.7% | +156.2% | -16.5% | +122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling