+334.0%
OKLO vs NI
+99.5%
+234.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.7% | +4.6% |
| 7D | +12.4% | +2.3% | +10.1% | +11.6% |
| 30D | -10.6% | -1.7% | -8.9% | -10.1% |
| 3M | -26.5% | -8.0% | -18.5% | -24.8% |
| 6M | -25.6% | -8.6% | -17.0% | -23.8% |
| YTD | -39.6% | +2.3% | -42.0% | -40.6% |
| 1Y | -38.8% | +6.9% | -45.7% | -40.8% |
| 3Y | +318.1% | +70.6% | +247.5% | +285.1% |
| 5Y | +339.7% | +96.4% | +243.3% | +303.5% |
| All | +334.0% | +99.5% | +234.4% | +297.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling