+332.6%
OKLO vs SMTC
+116.8%
+215.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.0% |
| 7D | +7.7% | +22.5% | -14.8% | +0.8% |
| 30D | -4.3% | +24.9% | -29.2% | -12.0% |
| 3M | -24.6% | +4.1% | -28.7% | -27.4% |
| 6M | -31.1% | +92.6% | -123.6% | -45.2% |
| YTD | -40.7% | +122.5% | -163.1% | -54.8% |
| 1Y | -42.4% | +166.2% | -208.7% | -58.3% |
| 3Y | +310.9% | +577.2% | -266.3% | +166.8% |
| 5Y | +332.6% | +119.0% | +213.7% | +179.9% |
| All | +332.6% | +116.8% | +215.8% | +179.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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