+154.7%
OKLO vs SFM
+100.9%
+53.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.4% | -5.1% | -6.4% |
| 7D | +6.8% | -6.9% | +13.7% | +7.5% |
| 30D | -27.7% | -25.0% | -2.7% | -25.9% |
| 3M | -43.6% | -42.7% | -0.9% | -40.6% |
| 6M | -65.4% | -41.0% | -24.4% | -63.9% |
| YTD | -65.0% | -38.7% | -26.4% | -64.0% |
| 1Y | -77.5% | -38.1% | -39.4% | -76.9% |
| 3Y | +143.6% | +19.3% | +124.3% | +177.1% |
| 5Y | +154.7% | +103.1% | +51.6% | +185.7% |
| All | +154.7% | +100.9% | +53.8% | +185.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling