+318.1%
OKLO vs SPG
+112.2%
+205.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.8% | +4.2% |
| 7D | +12.4% | 0.0% | +12.4% | +12.4% |
| 30D | -10.6% | -4.9% | -5.6% | -7.7% |
| 3M | -26.5% | +3.3% | -29.8% | -29.6% |
| 6M | -25.6% | +11.2% | -36.9% | -32.3% |
| YTD | -39.6% | +17.1% | -56.7% | -47.4% |
| 1Y | -38.8% | +21.6% | -60.3% | -48.9% |
| 3Y | +318.1% | +111.9% | +206.2% | +169.5% |
| All | +318.1% | +112.2% | +205.9% | +169.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling