+334.0%
OKLO vs SONY
+22.0%
+311.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.2% | +9.1% | +6.0% |
| 7D | +12.4% | -5.2% | +17.6% | +13.9% |
| 30D | -10.6% | +0.3% | -10.9% | -11.0% |
| 3M | -26.5% | +6.2% | -32.7% | -28.4% |
| 6M | -25.6% | +9.5% | -35.2% | -28.2% |
| YTD | -39.6% | -8.1% | -31.6% | -39.3% |
| 1Y | -38.8% | -17.9% | -20.8% | -36.9% |
| 3Y | +318.1% | +41.5% | +276.5% | +295.7% |
| 5Y | +339.7% | +11.8% | +327.9% | +314.1% |
| All | +334.0% | +22.0% | +311.9% | +306.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling