+148.2%
OKLO vs MTB
+61.4%
+86.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.2% | -5.3% | -5.4% |
| 7D | +27.3% | 0.0% | +27.3% | +27.4% |
| 30D | -23.1% | +0.8% | -23.9% | -23.1% |
| 3M | -45.8% | -12.8% | -33.1% | -43.9% |
| 6M | -66.8% | +6.7% | -73.5% | -67.5% |
| YTD | -65.9% | +11.3% | -77.3% | -66.9% |
| 1Y | -78.0% | +20.2% | -98.2% | -79.0% |
| 3Y | +137.4% | +103.8% | +33.6% | +118.9% |
| 5Y | +148.2% | +60.9% | +87.4% | +128.5% |
| All | +148.2% | +61.4% | +86.8% | +128.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling