+318.1%
OKLO vs WELL
+204.7%
+113.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.5% | +4.9% |
| 7D | +12.4% | -1.3% | +13.7% | +12.6% |
| 30D | -10.6% | +0.5% | -11.1% | -10.6% |
| 3M | -26.5% | +19.1% | -45.6% | -29.8% |
| 6M | -25.6% | +17.0% | -42.6% | -28.6% |
| YTD | -39.6% | +29.2% | -68.8% | -43.7% |
| 1Y | -38.8% | +42.1% | -80.9% | -45.3% |
| 3Y | +318.1% | +204.5% | +113.5% | +231.2% |
| All | +318.1% | +204.7% | +113.3% | +231.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 3y: compounded portfolio wealth divided by compounded WELL 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…
3y analysis · Full analysis span regression · 6 months rolling