+138.4%
OKLO vs S
-67.4%
+205.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | +1.6% | +21.0% | +22.4% |
| 7D | -6.7% | -13.4% | +6.7% | -4.2% |
| 30D | -36.0% | -14.0% | -22.1% | -34.3% |
| 3M | -44.2% | +4.9% | -49.0% | -44.7% |
| 6M | -70.4% | +42.0% | -112.4% | -72.2% |
| YTD | -67.2% | +45.1% | -112.3% | -69.6% |
| 1Y | -77.9% | +33.1% | -111.0% | -79.2% |
| 3Y | +128.4% | +40.6% | +87.8% | +125.9% |
| All | +138.4% | -67.4% | +205.8% | +136.8% |
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