+318.1%
OKLO vs SO
+46.8%
+271.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.0% | +3.9% | +5.3% |
| 7D | +12.4% | +1.0% | +11.4% | +12.8% |
| 30D | -10.6% | -3.2% | -7.4% | -11.5% |
| 3M | -26.5% | -1.7% | -24.8% | -26.9% |
| 6M | -25.6% | -7.2% | -18.5% | -27.3% |
| YTD | -39.6% | +4.6% | -44.2% | -39.0% |
| 1Y | -38.8% | +1.2% | -40.0% | -38.2% |
| 3Y | +318.1% | +45.3% | +272.8% | +309.2% |
| All | +318.1% | +46.8% | +271.2% | +309.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling