+334.0%
OKLO vs SPMO
+168.3%
+165.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.4% | +4.3% |
| 7D | +12.4% | +3.4% | +9.0% | +7.7% |
| 30D | -10.6% | +0.5% | -11.1% | -10.9% |
| 3M | -26.5% | +1.9% | -28.4% | -28.1% |
| 6M | -25.6% | +27.8% | -53.5% | -43.7% |
| YTD | -39.6% | +26.7% | -66.3% | -53.4% |
| 1Y | -38.8% | +28.9% | -67.7% | -52.3% |
| 3Y | +318.1% | +160.7% | +157.4% | +166.9% |
| 5Y | +339.7% | +150.2% | +189.5% | +183.1% |
| All | +334.0% | +168.3% | +165.7% | +177.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling