+262.9%
OKLO vs SPMO
+164.5%
+98.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.5% | -9.7% | -9.9% |
| 7D | -12.2% | -0.9% | -11.3% | -11.1% |
| 30D | -19.7% | -1.9% | -17.8% | -17.4% |
| 3M | -37.4% | -1.4% | -36.0% | -36.1% |
| 6M | -42.3% | +25.5% | -67.8% | -55.3% |
| YTD | -49.5% | +24.8% | -74.4% | -60.2% |
| 1Y | -54.7% | +24.5% | -79.2% | -63.3% |
| 3Y | +249.6% | +157.1% | +92.5% | +127.5% |
| 5Y | +268.1% | +149.5% | +118.6% | +141.3% |
| All | +262.9% | +164.5% | +98.5% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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