+326.6%
OKLO vs SPG
+118.5%
+208.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.0% |
| 7D | +7.7% | -1.7% | +9.4% | +8.2% |
| 30D | -4.3% | -6.3% | +2.0% | -2.6% |
| 3M | -24.6% | -2.4% | -22.2% | -24.6% |
| 6M | -31.1% | +9.6% | -40.7% | -33.5% |
| YTD | -40.7% | +14.2% | -54.9% | -43.6% |
| 1Y | -42.4% | +19.3% | -61.7% | -46.3% |
| 3Y | +310.9% | +106.7% | +204.2% | +257.0% |
| 5Y | +332.6% | +104.2% | +228.4% | +276.1% |
| All | +326.6% | +118.5% | +208.1% | +269.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling