+305.3%
OKLO vs ROK
+44.8%
+260.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.1% | -5.2% | -5.9% |
| 7D | +0.1% | -1.6% | +1.7% | +0.7% |
| 30D | -15.2% | -5.4% | -9.7% | -13.4% |
| 3M | -26.2% | -4.0% | -22.2% | -25.3% |
| 6M | -35.0% | +13.3% | -48.4% | -37.0% |
| YTD | -44.4% | +9.3% | -53.8% | -45.5% |
| 1Y | -45.9% | +25.8% | -71.7% | -48.4% |
| 3Y | +284.9% | +49.1% | +235.8% | +245.6% |
| 5Y | +305.3% | +45.9% | +259.4% | +263.9% |
| All | +305.3% | +44.8% | +260.5% | +263.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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