+313.5%
OKLO vs SIMO
+361.8%
-48.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.7% | -5.1% | +1.4% |
| 7D | +2.8% | +4.2% | -1.4% | +1.7% |
| 30D | -4.0% | +4.1% | -8.1% | -5.9% |
| 3M | -36.9% | -12.9% | -24.0% | -35.8% |
| 6M | -37.1% | +110.3% | -147.5% | -50.2% |
| YTD | -42.5% | +178.6% | -221.1% | -58.9% |
| 1Y | -40.7% | +220.0% | -260.7% | -58.6% |
| 3Y | +299.1% | +409.0% | -109.9% | +153.4% |
| 5Y | +317.3% | +277.3% | +40.0% | +164.3% |
| All | +313.5% | +361.8% | -48.3% | +160.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling