-40.7%
OKLO vs SWK
+37.3%
-78.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.1% |
| 7D | +2.8% | -0.4% | +3.3% | +3.1% |
| 30D | -4.0% | -5.7% | +1.7% | -0.7% |
| 3M | -36.9% | +24.1% | -61.0% | -42.8% |
| 6M | -37.1% | +24.7% | -61.8% | -44.2% |
| YTD | -42.5% | +33.9% | -76.4% | -49.0% |
| 1Y | -40.7% | +34.7% | -75.4% | -48.5% |
| All | -40.7% | +37.3% | -78.1% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling