+162.8%
OKLO vs PPL
+47.2%
+115.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.0% | +3.1% |
| 7D | +16.9% | -1.0% | +17.9% | +16.9% |
| 30D | -19.7% | +3.0% | -22.7% | -19.8% |
| 3M | -45.0% | +1.1% | -46.1% | -45.0% |
| 6M | -66.9% | -0.8% | -66.1% | -66.9% |
| YTD | -64.0% | +3.5% | -67.4% | -64.2% |
| 1Y | -75.2% | -0.9% | -74.3% | -75.2% |
| 3Y | +151.1% | +54.2% | +96.9% | +143.1% |
| 5Y | +162.8% | +46.3% | +116.5% | +152.7% |
| All | +162.8% | +47.2% | +115.6% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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