+305.3%
OKLO vs NI
+94.6%
+210.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -6.1% |
| 7D | +0.1% | -0.6% | +0.7% | +0.3% |
| 30D | -15.2% | -1.4% | -13.8% | -14.8% |
| 3M | -26.2% | -10.6% | -15.6% | -23.7% |
| 6M | -35.0% | -9.9% | -25.1% | -33.1% |
| YTD | -44.4% | +1.2% | -45.6% | -45.1% |
| 1Y | -45.9% | +4.4% | -50.3% | -47.3% |
| 3Y | +284.9% | +68.6% | +216.3% | +255.6% |
| 5Y | +305.3% | +98.0% | +207.3% | +276.1% |
| All | +305.3% | +94.6% | +210.7% | +276.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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