+139.7%
OKLO vs WEC
+54.3%
+85.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.1% |
| 7D | +1.6% | +2.3% | -0.8% | +1.8% |
| 30D | -17.6% | +11.1% | -28.7% | -16.9% |
| 3M | -48.5% | +8.4% | -57.0% | -48.2% |
| 6M | -65.7% | +7.5% | -73.2% | -65.5% |
| YTD | -66.7% | +15.3% | -82.0% | -66.4% |
| 1Y | -76.5% | +9.7% | -86.2% | -76.3% |
| 3Y | +132.5% | +64.7% | +67.8% | +132.4% |
| 5Y | +142.8% | +57.3% | +85.6% | +142.8% |
| All | +139.7% | +54.3% | +85.3% | +139.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling