+339.7%
OKLO vs S
-72.3%
+412.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.3% | +7.2% | +5.3% |
| 7D | +12.4% | -5.8% | +18.2% | +13.4% |
| 30D | -10.6% | -9.2% | -1.3% | -9.4% |
| 3M | -26.5% | +23.4% | -49.9% | -29.3% |
| 6M | -25.6% | +36.9% | -62.6% | -30.1% |
| YTD | -39.6% | +29.5% | -69.2% | -42.9% |
| 1Y | -38.8% | +5.4% | -44.2% | -40.1% |
| 3Y | +318.1% | +14.7% | +303.4% | +320.6% |
| 5Y | +339.7% | -71.5% | +411.2% | +343.3% |
| All | +339.7% | -72.3% | +412.0% | +343.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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