+313.5%
OKLO vs MTB
+103.9%
+209.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +2.8% | +1.7% | +1.1% | +2.4% |
| 30D | -4.0% | -4.2% | +0.2% | -3.1% |
| 3M | -36.9% | +8.9% | -45.8% | -38.4% |
| 6M | -37.1% | +10.9% | -48.0% | -38.9% |
| YTD | -42.5% | +21.5% | -64.0% | -45.1% |
| 1Y | -40.7% | +21.9% | -62.6% | -43.5% |
| 3Y | +299.1% | +109.2% | +189.9% | +263.5% |
| 5Y | +317.3% | +102.0% | +215.3% | +280.0% |
| All | +313.5% | +103.9% | +209.6% | +276.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling