-78.0%
OKLO vs SWK
+73.5%
-151.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.2% | -3.2% | -4.2% |
| 7D | +27.3% | -2.0% | +29.3% | +29.0% |
| 30D | -23.1% | +24.6% | -47.7% | -33.1% |
| 3M | -45.8% | +10.8% | -56.6% | -49.2% |
| 6M | -66.8% | +46.1% | -112.9% | -73.8% |
| YTD | -65.9% | +56.8% | -122.8% | -74.7% |
| 1Y | -78.0% | +72.7% | -150.7% | -83.4% |
| All | -78.0% | +73.5% | -151.5% | -83.4% |
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