+159.1%
OKLO vs PH
+242.8%
-83.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +2.7% |
| 7D | +16.9% | +6.9% | +10.0% | +13.6% |
| 30D | -19.7% | +1.7% | -21.4% | -20.3% |
| 3M | -45.0% | -8.1% | -36.8% | -42.7% |
| 6M | -66.9% | +11.5% | -78.4% | -68.7% |
| YTD | -64.0% | +11.4% | -75.3% | -65.8% |
| 1Y | -75.2% | +14.1% | -89.3% | -76.7% |
| 3Y | +151.1% | +138.2% | +12.8% | +100.8% |
| 5Y | +162.8% | +216.0% | -53.2% | +109.4% |
| All | +159.1% | +242.8% | -83.6% | +108.3% |
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