-80.3%
OKLO vs PHM
+16.2%
-96.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +7.2% | -13.0% | -8.7% |
| 7D | -18.4% | +13.6% | -32.0% | -23.5% |
| 30D | -38.5% | +19.3% | -57.8% | -43.8% |
| 3M | -48.9% | +3.5% | -52.4% | -49.8% |
| 6M | -67.8% | +18.6% | -86.3% | -70.8% |
| YTD | -69.2% | +16.7% | -85.9% | -72.3% |
| 1Y | -80.3% | +14.6% | -94.9% | -82.7% |
| All | -80.3% | +16.2% | -96.5% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling