+318.1%
OKLO vs SFM
+96.9%
+221.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.5% | +11.4% | +6.1% |
| 7D | +12.4% | -5.8% | +18.2% | +13.5% |
| 30D | -10.6% | -11.4% | +0.8% | -8.8% |
| 3M | -26.5% | -12.2% | -14.3% | -25.1% |
| 6M | -25.6% | -5.2% | -20.5% | -26.6% |
| YTD | -39.6% | -4.5% | -35.2% | -40.9% |
| 1Y | -38.8% | -45.4% | +6.6% | -28.2% |
| 3Y | +318.1% | +91.1% | +227.0% | +402.8% |
| All | +318.1% | +96.9% | +221.2% | +402.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 3y: compounded portfolio wealth divided by compounded SFM 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…
3y analysis · Full analysis span regression · 6 months rolling