+332.6%
OKLO vs WEC
+30.7%
+302.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.8% |
| 7D | +7.7% | +0.4% | +7.3% | +7.7% |
| 30D | -4.3% | +0.9% | -5.2% | -4.3% |
| 3M | -24.6% | -5.3% | -19.3% | -24.9% |
| 6M | -31.1% | -6.6% | -24.5% | -31.3% |
| YTD | -40.7% | +3.3% | -43.9% | -40.7% |
| 1Y | -42.4% | +2.1% | -44.5% | -42.4% |
| 3Y | +310.9% | +39.6% | +271.3% | +307.5% |
| 5Y | +332.6% | +31.2% | +301.5% | +328.7% |
| All | +332.6% | +30.7% | +302.0% | +328.7% |
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