+339.7%
OKLO vs MSI
+100.4%
+239.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +6.0% | +5.2% |
| 7D | +12.4% | -5.8% | +18.2% | +14.0% |
| 30D | -10.6% | -1.0% | -9.6% | -10.4% |
| 3M | -26.5% | +14.2% | -40.7% | -29.4% |
| 6M | -25.6% | +1.0% | -26.7% | -26.2% |
| YTD | -39.6% | +21.5% | -61.1% | -43.3% |
| 1Y | -38.8% | -2.1% | -36.6% | -38.6% |
| 3Y | +318.1% | +69.3% | +248.7% | +302.4% |
| 5Y | +339.7% | +99.3% | +240.4% | +322.3% |
| All | +339.7% | +100.4% | +239.3% | +322.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling