+305.3%
OKLO vs TGT
-26.4%
+331.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.1% | -5.2% | -6.2% |
| 7D | +0.1% | -5.0% | +5.1% | +0.5% |
| 30D | -15.2% | +3.0% | -18.2% | -15.5% |
| 3M | -26.2% | +22.6% | -48.8% | -27.9% |
| 6M | -35.0% | +31.2% | -66.2% | -37.1% |
| YTD | -44.4% | +63.7% | -108.1% | -47.5% |
| 1Y | -45.9% | +78.5% | -124.4% | -49.5% |
| 3Y | +284.9% | +40.5% | +244.4% | +268.1% |
| 5Y | +305.3% | -25.6% | +330.9% | +290.8% |
| All | +305.3% | -26.4% | +331.7% | +290.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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