+316.9%
OKLO vs SO
+58.2%
+258.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.5% |
| 7D | +2.8% | -0.2% | +3.0% | +2.8% |
| 30D | -4.0% | -4.6% | +0.6% | -4.8% |
| 3M | -36.9% | -3.0% | -33.8% | -37.2% |
| 6M | -37.1% | -8.3% | -28.9% | -37.9% |
| YTD | -42.5% | +3.5% | -46.0% | -42.3% |
| 1Y | -40.7% | -0.9% | -39.8% | -40.7% |
| 3Y | +299.1% | +45.4% | +253.8% | +297.5% |
| All | +316.9% | +58.2% | +258.7% | +315.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling