+326.6%
OKLO vs SO
+74.5%
+252.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.8% |
| 7D | +7.7% | 0.0% | +7.7% | +7.7% |
| 30D | -4.3% | -2.5% | -1.8% | -4.7% |
| 3M | -24.6% | -4.2% | -20.5% | -25.1% |
| 6M | -31.1% | -7.7% | -23.4% | -31.9% |
| YTD | -40.7% | +3.8% | -44.5% | -40.5% |
| 1Y | -42.4% | +0.1% | -42.5% | -42.4% |
| 3Y | +310.9% | +44.2% | +266.7% | +309.2% |
| 5Y | +332.6% | +57.9% | +274.8% | +332.7% |
| All | +326.6% | +74.5% | +252.1% | +320.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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