+139.7%
OKLO vs SGI
+63.1%
+76.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | +1.6% | -5.3% | +6.9% | +3.4% |
| 30D | -17.6% | -2.1% | -15.6% | -17.6% |
| 3M | -48.5% | -8.2% | -40.3% | -47.4% |
| 6M | -65.7% | -4.6% | -61.1% | -65.3% |
| YTD | -66.7% | -31.5% | -35.2% | -63.4% |
| 1Y | -76.5% | -30.8% | -45.6% | -74.2% |
| 3Y | +132.5% | +67.2% | +65.2% | +129.0% |
| 5Y | +142.8% | +42.5% | +100.3% | +139.4% |
| All | +139.7% | +63.1% | +76.5% | +135.5% |
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