+326.6%
OKLO vs SGI
+83.2%
+243.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.1% |
| 7D | +7.7% | +0.6% | +7.1% | +7.5% |
| 30D | -4.3% | +5.5% | -9.8% | -5.8% |
| 3M | -24.6% | -3.6% | -21.0% | -23.9% |
| 6M | -31.1% | -15.0% | -16.1% | -27.9% |
| YTD | -40.7% | -23.0% | -17.6% | -36.7% |
| 1Y | -42.4% | -18.4% | -24.0% | -39.6% |
| 3Y | +310.9% | +57.8% | +253.1% | +292.6% |
| 5Y | +332.6% | +51.5% | +281.2% | +314.0% |
| All | +326.6% | +83.2% | +243.4% | +306.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 10y: compounded portfolio wealth divided by compounded SGI 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…
10y analysis · Full analysis span regression · 6 months rolling