+305.3%
OKLO vs SITM
+176.0%
+129.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SITM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +2.1% | -8.4% | -6.9% |
| 7D | +0.1% | +4.8% | -4.7% | -1.2% |
| 30D | -15.2% | -9.7% | -5.4% | -13.1% |
| 3M | -26.2% | -9.3% | -16.8% | -25.5% |
| 6M | -35.0% | +69.5% | -104.5% | -44.9% |
| YTD | -44.4% | +70.5% | -114.9% | -53.9% |
| 1Y | -45.9% | +145.3% | -191.2% | -59.4% |
| 3Y | +284.9% | +432.8% | -147.9% | +159.3% |
| 5Y | +305.3% | +174.0% | +131.3% | +174.3% |
| All | +305.3% | +176.0% | +129.3% | +174.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SITM.
Daily Out/Under-Performance
Portfolio return minus SITM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SITM 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 SITM 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