+305.3%
OKLO vs SONY
+8.8%
+296.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.3% | -6.7% | -6.4% |
| 7D | +0.1% | -5.8% | +5.9% | +1.6% |
| 30D | -15.2% | -0.4% | -14.8% | -15.4% |
| 3M | -26.2% | +13.3% | -39.5% | -29.6% |
| 6M | -35.0% | +8.5% | -43.5% | -37.2% |
| YTD | -44.4% | -8.1% | -36.3% | -44.1% |
| 1Y | -45.9% | -17.9% | -28.0% | -44.3% |
| 3Y | +284.9% | +41.4% | +243.5% | +263.8% |
| 5Y | +305.3% | +9.3% | +296.0% | +283.9% |
| All | +305.3% | +8.8% | +296.5% | +283.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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