+162.8%
OKLO vs PFG
+99.5%
+63.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.5% |
| 7D | +16.9% | -2.2% | +19.1% | +18.1% |
| 30D | -19.7% | +6.4% | -26.1% | -21.5% |
| 3M | -45.0% | +2.2% | -47.2% | -45.7% |
| 6M | -66.9% | +16.3% | -83.2% | -69.2% |
| YTD | -64.0% | +33.2% | -97.2% | -68.2% |
| 1Y | -75.2% | +40.6% | -115.8% | -78.5% |
| 3Y | +151.1% | +83.3% | +67.7% | +109.9% |
| 5Y | +162.8% | +97.7% | +65.1% | +117.1% |
| All | +162.8% | +99.5% | +63.3% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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