+332.6%
OKLO vs MTB
+100.2%
+232.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | +7.7% | +1.1% | +6.6% | +7.4% |
| 30D | -4.3% | -4.6% | +0.3% | -3.3% |
| 3M | -24.6% | +6.3% | -30.9% | -26.0% |
| 6M | -31.1% | +15.6% | -46.7% | -33.6% |
| YTD | -40.7% | +20.6% | -61.2% | -43.3% |
| 1Y | -42.4% | +22.5% | -65.0% | -45.3% |
| 3Y | +310.9% | +114.4% | +196.5% | +274.6% |
| All | +332.6% | +100.2% | +232.4% | +298.0% |
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