+339.7%
OKLO vs SPG
+106.4%
+233.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.8% | +4.6% |
| 7D | +12.4% | 0.0% | +12.4% | +12.4% |
| 30D | -10.6% | -4.9% | -5.6% | -9.2% |
| 3M | -26.5% | +3.3% | -29.8% | -27.9% |
| 6M | -25.6% | +11.2% | -36.9% | -28.7% |
| YTD | -39.6% | +17.1% | -56.7% | -43.1% |
| 1Y | -38.8% | +21.6% | -60.3% | -43.4% |
| 3Y | +318.1% | +111.9% | +206.2% | +258.6% |
| 5Y | +339.7% | +106.9% | +232.8% | +282.1% |
| All | +339.7% | +106.4% | +233.3% | +282.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling