+332.6%
OKLO vs ROST
+108.0%
+224.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.3% |
| 7D | +7.7% | -2.2% | +9.9% | +8.3% |
| 30D | -4.3% | -11.4% | +7.1% | -1.3% |
| 3M | -24.6% | -1.6% | -23.0% | -24.6% |
| 6M | -31.1% | +6.8% | -37.9% | -32.6% |
| YTD | -40.7% | +25.8% | -66.5% | -44.2% |
| 1Y | -42.4% | +52.4% | -94.9% | -48.4% |
| 3Y | +310.9% | +94.4% | +216.5% | +256.2% |
| 5Y | +332.6% | +108.2% | +224.4% | +276.6% |
| All | +332.6% | +108.0% | +224.6% | +276.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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