+309.4%
OKLO vs SOUN
-28.0%
+337.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.1% | -3.2% | -5.9% |
| 7D | +0.1% | -6.8% | +6.9% | +1.0% |
| 30D | -15.2% | -15.2% | +0.1% | -13.3% |
| 3M | -26.2% | -7.0% | -19.2% | -25.2% |
| 6M | -35.0% | -20.5% | -14.5% | -33.2% |
| YTD | -44.4% | -37.0% | -7.4% | -41.2% |
| 1Y | -45.9% | -55.3% | +9.4% | -40.3% |
| 3Y | +284.9% | +173.0% | +111.9% | +303.0% |
| All | +309.4% | -28.0% | +337.4% | +328.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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