+332.6%
OKLO vs WELL
+211.0%
+121.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.7% |
| 7D | +7.7% | -1.1% | +8.8% | +7.8% |
| 30D | -4.3% | +0.7% | -5.1% | -4.4% |
| 3M | -24.6% | +14.5% | -39.1% | -25.8% |
| 6M | -31.1% | +14.4% | -45.5% | -32.2% |
| YTD | -40.7% | +28.5% | -69.1% | -42.4% |
| 1Y | -42.4% | +41.8% | -84.2% | -45.0% |
| 3Y | +310.9% | +202.8% | +108.1% | +280.5% |
| 5Y | +332.6% | +208.8% | +123.8% | +302.9% |
| All | +332.6% | +211.0% | +121.6% | +302.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling