+136.0%
OKLO vs SW
-6.4%
+142.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -0.9% | +23.6% | +22.8% |
| 7D | -6.7% | +2.3% | -9.1% | -7.1% |
| 30D | -36.0% | +6.8% | -42.8% | -36.7% |
| 3M | -44.2% | -5.2% | -39.0% | -43.7% |
| 6M | -70.4% | +7.4% | -77.8% | -70.7% |
| YTD | -67.2% | +17.4% | -84.6% | -68.0% |
| 1Y | -77.9% | +27.1% | -105.0% | -78.6% |
| 3Y | +128.4% | +47.9% | +80.6% | +124.9% |
| 5Y | +139.1% | -2.6% | +141.7% | +134.4% |
| All | +136.0% | -6.4% | +142.4% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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