+136.0%
OKLO vs PTC
+37.3%
+98.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | +0.2% | +22.4% | +22.6% |
| 7D | -6.7% | -0.2% | -6.5% | -6.7% |
| 30D | -36.0% | +0.8% | -36.8% | -36.1% |
| 3M | -44.2% | +32.1% | -76.3% | -46.9% |
| 6M | -70.4% | +42.6% | -113.0% | -72.5% |
| YTD | -67.2% | +12.0% | -79.2% | -67.5% |
| 1Y | -77.9% | +12.2% | -90.1% | -78.1% |
| 3Y | +128.4% | +31.2% | +97.2% | +122.6% |
| 5Y | +139.1% | +54.9% | +84.2% | +132.9% |
| All | +136.0% | +37.3% | +98.6% | +130.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling