+313.5%
OKLO vs PSX
+285.3%
+28.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | +2.8% | +4.5% | -1.7% | +2.4% |
| 30D | -4.0% | +26.6% | -30.6% | -6.1% |
| 3M | -36.9% | +39.3% | -76.2% | -39.0% |
| 6M | -37.1% | +56.8% | -94.0% | -40.5% |
| YTD | -42.5% | +101.8% | -144.3% | -47.7% |
| 1Y | -40.7% | +99.6% | -140.3% | -46.2% |
| 3Y | +299.1% | +140.3% | +158.8% | +252.8% |
| 5Y | +317.3% | +339.3% | -22.0% | +265.0% |
| All | +313.5% | +285.3% | +28.2% | +265.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling