+154.7%
OKLO vs WEC
+53.9%
+100.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.1% | -6.4% | -6.5% |
| 7D | +6.8% | +1.4% | +5.4% | +7.0% |
| 30D | -27.7% | +12.8% | -40.5% | -27.0% |
| 3M | -43.6% | +11.2% | -54.8% | -43.2% |
| 6M | -65.4% | +6.6% | -72.0% | -65.3% |
| YTD | -65.0% | +13.8% | -78.9% | -64.8% |
| 1Y | -77.5% | +7.6% | -85.1% | -77.3% |
| 3Y | +143.6% | +62.2% | +81.4% | +143.0% |
| 5Y | +154.7% | +52.0% | +102.8% | +152.6% |
| All | +154.7% | +53.9% | +100.8% | +152.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling