-75.9%
OKLO vs SWK
+79.5%
-155.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +2.8% | +11.1% | +12.4% |
| 7D | +14.1% | +10.7% | +3.4% | +7.8% |
| 30D | -22.7% | +33.3% | -56.0% | -35.5% |
| 3M | -44.6% | +14.7% | -59.2% | -48.9% |
| 6M | -63.0% | +48.5% | -111.5% | -71.2% |
| YTD | -62.6% | +63.9% | -126.5% | -73.1% |
| All | -75.9% | +79.5% | -155.4% | -82.8% |
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