+138.4%
OKLO vs OVV
+84.0%
+54.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -0.6% | +23.3% | +22.7% |
| 7D | -6.7% | -16.7% | +9.9% | -5.0% |
| 30D | -36.0% | -1.5% | -34.5% | -36.0% |
| 3M | -44.2% | +1.6% | -45.7% | -44.5% |
| 6M | -70.4% | +2.0% | -72.5% | -70.7% |
| YTD | -67.2% | +56.8% | -124.0% | -69.9% |
| 1Y | -77.9% | +64.8% | -142.8% | -80.0% |
| 3Y | +128.4% | +38.3% | +90.2% | +108.9% |
| All | +138.4% | +84.0% | +54.3% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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