+299.6%
OKLO vs MTB
+103.3%
+196.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.4% | -6.7% | -6.4% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | -15.2% | -4.6% | -10.6% | -14.3% |
| 3M | -26.2% | +7.4% | -33.6% | -27.7% |
| 6M | -35.0% | +18.7% | -53.7% | -37.7% |
| YTD | -44.4% | +21.1% | -65.5% | -46.9% |
| 1Y | -45.9% | +24.1% | -70.0% | -48.7% |
| 3Y | +284.9% | +115.3% | +169.6% | +250.8% |
| 5Y | +305.3% | +106.0% | +199.3% | +268.7% |
| All | +299.6% | +103.3% | +196.3% | +263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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