+305.3%
OKLO vs PTEN
+89.3%
+216.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.2% | -6.1% | -6.3% |
| 7D | +0.1% | +2.8% | -2.7% | -0.2% |
| 30D | -15.2% | +17.6% | -32.7% | -16.9% |
| 3M | -26.2% | +8.2% | -34.4% | -27.3% |
| 6M | -35.0% | +38.1% | -73.1% | -39.3% |
| YTD | -44.4% | +117.3% | -161.7% | -52.2% |
| 1Y | -45.9% | +146.1% | -192.0% | -54.7% |
| 3Y | +284.9% | -3.0% | +288.0% | +240.3% |
| 5Y | +305.3% | +93.5% | +211.8% | +259.6% |
| All | +305.3% | +89.3% | +216.0% | +259.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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