+139.7%
OKLO vs MTB
+88.0%
+51.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.3% |
| 7D | +1.6% | +1.5% | 0.0% | +1.3% |
| 30D | -17.6% | +2.3% | -20.0% | -18.0% |
| 3M | -48.5% | -12.1% | -36.4% | -46.9% |
| 6M | -65.7% | +9.8% | -75.5% | -66.6% |
| YTD | -66.7% | +12.0% | -78.7% | -67.6% |
| 1Y | -76.5% | +22.0% | -98.5% | -77.5% |
| 3Y | +132.5% | +107.6% | +24.9% | +115.9% |
| 5Y | +142.8% | +61.9% | +81.0% | +125.6% |
| All | +139.7% | +88.0% | +51.6% | +122.3% |
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