+313.5%
OKLO vs WEC
+37.9%
+275.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.5% |
| 7D | +2.8% | -0.3% | +3.1% | +2.8% |
| 30D | -4.0% | -1.3% | -2.7% | -4.1% |
| 3M | -36.9% | -3.9% | -33.0% | -37.1% |
| 6M | -37.1% | -8.3% | -28.8% | -37.4% |
| YTD | -42.5% | +3.1% | -45.5% | -42.5% |
| 1Y | -40.7% | +1.9% | -42.7% | -40.7% |
| 3Y | +299.1% | +41.9% | +257.2% | +295.8% |
| 5Y | +317.3% | +30.8% | +286.5% | +314.7% |
| All | +313.5% | +37.9% | +275.6% | +309.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling