+162.8%
OKLO vs NDAQ
+69.3%
+93.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +16.9% | 0.0% | +16.9% | +17.1% |
| 30D | -19.7% | +16.3% | -36.0% | -24.1% |
| 3M | -45.0% | +15.8% | -60.8% | -48.0% |
| 6M | -66.9% | +24.8% | -91.7% | -70.0% |
| YTD | -64.0% | +14.1% | -78.0% | -66.2% |
| 1Y | -75.2% | +26.5% | -101.7% | -77.7% |
| 3Y | +151.1% | +119.1% | +31.9% | +111.5% |
| 5Y | +162.8% | +70.9% | +91.9% | +126.0% |
| All | +162.8% | +69.3% | +93.5% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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