+313.5%
OKLO vs ROK
+65.9%
+247.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.1% |
| 7D | +2.8% | +0.7% | +2.1% | +2.6% |
| 30D | -4.0% | -3.3% | -0.7% | -2.7% |
| 3M | -36.9% | -5.9% | -31.0% | -35.6% |
| 6M | -37.1% | +13.9% | -51.0% | -39.3% |
| YTD | -42.5% | +12.6% | -55.1% | -44.2% |
| 1Y | -40.7% | +28.6% | -69.3% | -44.0% |
| 3Y | +299.1% | +45.1% | +254.0% | +255.0% |
| 5Y | +317.3% | +45.6% | +271.7% | +272.6% |
| All | +313.5% | +65.9% | +247.7% | +260.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling