+332.6%
OKLO vs PSX
+370.3%
-37.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.8% |
| 7D | +7.7% | +1.8% | +5.9% | +7.6% |
| 30D | -4.3% | +21.6% | -26.0% | -6.0% |
| 3M | -24.6% | +46.5% | -71.1% | -27.5% |
| 6M | -31.1% | +62.0% | -93.1% | -35.0% |
| YTD | -40.7% | +106.3% | -147.0% | -46.2% |
| 1Y | -42.4% | +103.0% | -145.4% | -47.9% |
| 3Y | +310.9% | +135.5% | +175.4% | +261.9% |
| 5Y | +332.6% | +368.5% | -35.9% | +281.8% |
| All | +332.6% | +370.3% | -37.7% | +281.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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