-54.7%
OKLO vs PHM
-12.7%
-42.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.6% | -10.8% | -9.8% |
| 7D | -12.2% | -5.0% | -7.3% | -10.6% |
| 30D | -19.7% | -8.4% | -11.3% | -16.9% |
| 3M | -37.4% | -4.4% | -33.0% | -36.6% |
| 6M | -42.3% | -3.7% | -38.5% | -42.8% |
| YTD | -49.5% | +1.3% | -50.8% | -49.9% |
| 1Y | -54.7% | -14.0% | -40.7% | -58.2% |
| All | -54.7% | -12.7% | -42.0% | -58.2% |
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