+339.7%
OKLO vs SAN
+381.9%
-42.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.1% |
| 7D | +12.4% | +3.3% | +9.1% | +11.2% |
| 30D | -10.6% | +1.1% | -11.6% | -10.9% |
| 3M | -26.5% | +22.2% | -48.7% | -30.9% |
| 6M | -25.6% | +36.0% | -61.7% | -31.6% |
| YTD | -39.6% | +28.2% | -67.9% | -43.9% |
| 1Y | -38.8% | +54.1% | -92.9% | -45.3% |
| 3Y | +318.1% | +354.2% | -36.2% | +239.6% |
| 5Y | +339.7% | +387.3% | -47.6% | +254.2% |
| All | +339.7% | +381.9% | -42.3% | +254.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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