+326.6%
OKLO vs PTC
-9.3%
+335.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -1.1% |
| 7D | +7.7% | -13.6% | +21.3% | +10.4% |
| 30D | -4.3% | -14.7% | +10.3% | -1.7% |
| 3M | -24.6% | -5.9% | -18.7% | -24.3% |
| 6M | -31.1% | -21.1% | -10.0% | -27.7% |
| YTD | -40.7% | -26.0% | -14.7% | -36.8% |
| 1Y | -42.4% | -36.8% | -5.6% | -35.9% |
| 3Y | +310.9% | -10.3% | +321.2% | +330.8% |
| 5Y | +332.6% | +1.2% | +331.4% | +353.6% |
| All | +326.6% | -9.3% | +335.8% | +348.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling