+128.4%
OKLO vs SO
+45.4%
+83.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -1.1% | +23.7% | +22.3% |
| 7D | -6.7% | -1.5% | -5.3% | -7.1% |
| 30D | -36.0% | +8.1% | -44.1% | -34.3% |
| 3M | -44.2% | +0.2% | -44.4% | -44.2% |
| 6M | -70.4% | +0.4% | -70.8% | -70.4% |
| YTD | -67.2% | +8.5% | -75.7% | -66.4% |
| 1Y | -77.9% | +4.9% | -82.9% | -77.5% |
| 3Y | +128.4% | +47.9% | +80.5% | +122.4% |
| All | +128.4% | +45.4% | +83.0% | +122.4% |
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