+316.9%
OKLO vs SW
-2.3%
+319.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.4% |
| 7D | +2.8% | -5.1% | +7.9% | +3.6% |
| 30D | -4.0% | -4.6% | +0.6% | -3.2% |
| 3M | -36.9% | +9.4% | -46.3% | -37.7% |
| 6M | -37.1% | +3.5% | -40.6% | -37.7% |
| YTD | -42.5% | +22.0% | -64.5% | -44.2% |
| 1Y | -40.7% | +2.2% | -42.9% | -41.6% |
| 3Y | +299.1% | +19.6% | +279.5% | +290.2% |
| All | +316.9% | -2.3% | +319.2% | +306.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling