+339.7%
OKLO vs STZ
-36.5%
+376.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.6% | +10.6% | +4.7% |
| 7D | +12.4% | -7.4% | +19.8% | +12.1% |
| 30D | -10.6% | -10.9% | +0.3% | -10.9% |
| 3M | -26.5% | -13.4% | -13.1% | -26.8% |
| 6M | -25.6% | -16.2% | -9.5% | -25.8% |
| YTD | -39.6% | -10.4% | -29.2% | -40.0% |
| 1Y | -38.8% | -14.8% | -24.0% | -39.1% |
| 3Y | +318.1% | -50.1% | +368.2% | +329.6% |
| 5Y | +339.7% | -38.8% | +378.5% | +355.0% |
| All | +339.7% | -36.5% | +376.2% | +355.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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