+316.9%
OKLO vs SIMO
+269.6%
+47.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.7% | -5.1% | +1.3% |
| 7D | +2.8% | +4.2% | -1.4% | +1.7% |
| 30D | -4.0% | +4.1% | -8.1% | -6.0% |
| 3M | -36.9% | -12.9% | -24.0% | -35.8% |
| 6M | -37.1% | +110.3% | -147.5% | -50.7% |
| YTD | -42.5% | +178.6% | -221.1% | -59.5% |
| 1Y | -40.7% | +220.0% | -260.7% | -59.3% |
| 3Y | +299.1% | +409.0% | -109.9% | +147.8% |
| All | +316.9% | +269.6% | +47.3% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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