+141.4%
OKLO vs PH
+203.8%
-62.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.2% |
| 7D | +1.6% | +4.3% | -2.8% | -0.5% |
| 30D | -17.6% | +0.1% | -17.8% | -17.5% |
| 3M | -48.5% | -9.4% | -39.1% | -45.8% |
| 6M | -65.7% | +8.8% | -74.4% | -67.2% |
| YTD | -66.7% | +9.6% | -76.3% | -68.2% |
| 1Y | -76.5% | +14.4% | -90.9% | -78.0% |
| 3Y | +132.5% | +134.5% | -2.1% | +83.8% |
| All | +141.4% | +203.8% | -62.4% | +91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling