+139.7%
OKLO vs PEG
+49.3%
+90.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -3.1% |
| 7D | +1.6% | +4.5% | -2.9% | -1.2% |
| 30D | -17.6% | +7.5% | -25.2% | -21.7% |
| 3M | -48.5% | +0.8% | -49.3% | -48.9% |
| 6M | -65.7% | 0.0% | -65.7% | -65.9% |
| YTD | -66.7% | -3.0% | -63.6% | -66.3% |
| 1Y | -76.5% | -4.7% | -71.7% | -75.9% |
| 3Y | +132.5% | +36.5% | +96.0% | +137.0% |
| 5Y | +142.8% | +44.4% | +98.5% | +147.6% |
| All | +139.7% | +49.3% | +90.4% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 10y: compounded portfolio wealth divided by compounded PEG 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…
10y analysis · Full analysis span regression · 6 months rolling