-76.7%
OKLO vs SWK
+77.5%
-154.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.4% |
| 7D | +16.9% | -2.3% | +19.2% | +18.7% |
| 30D | -19.7% | +30.4% | -50.1% | -32.1% |
| 3M | -45.0% | +12.1% | -57.1% | -48.7% |
| 6M | -66.9% | +49.1% | -116.0% | -74.2% |
| YTD | -64.0% | +60.4% | -124.4% | -73.6% |
| All | -76.7% | +77.5% | -154.2% | -82.7% |
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