+326.6%
OKLO vs PH
+234.5%
+92.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.4% |
| 7D | +7.7% | 0.0% | +7.7% | +7.7% |
| 30D | -4.3% | -10.3% | +6.0% | +0.6% |
| 3M | -24.6% | +5.1% | -29.7% | -26.7% |
| 6M | -31.1% | +2.3% | -33.4% | -32.2% |
| YTD | -40.7% | +8.7% | -49.4% | -43.1% |
| 1Y | -42.4% | +26.8% | -69.2% | -48.6% |
| 3Y | +310.9% | +139.2% | +171.7% | +232.1% |
| 5Y | +332.6% | +251.1% | +81.5% | +249.8% |
| All | +326.6% | +234.5% | +92.0% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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