+148.2%
OKLO vs SWKS
-36.1%
+184.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.7% | -8.2% | -6.3% |
| 7D | +27.3% | +10.9% | +16.5% | +23.4% |
| 30D | -23.1% | +17.6% | -40.7% | -26.6% |
| 3M | -45.8% | +29.2% | -75.0% | -50.4% |
| 6M | -66.8% | +37.0% | -103.7% | -70.1% |
| YTD | -65.9% | +44.9% | -110.9% | -70.2% |
| 1Y | -78.0% | +33.8% | -111.8% | -80.3% |
| 3Y | +137.4% | +10.2% | +127.2% | +116.6% |
| 5Y | +148.2% | -37.0% | +185.2% | +129.7% |
| All | +148.2% | -36.1% | +184.3% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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