+162.8%
OKLO vs WELL
+222.4%
-59.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +16.9% | +0.1% | +16.8% | +16.9% |
| 30D | -19.7% | +7.8% | -27.5% | -20.0% |
| 3M | -45.0% | +10.2% | -55.2% | -45.3% |
| 6M | -66.9% | +16.4% | -83.3% | -67.4% |
| YTD | -64.0% | +35.2% | -99.1% | -65.2% |
| 1Y | -75.2% | +30.5% | -105.6% | -75.9% |
| 3Y | +151.1% | +206.1% | -55.0% | +128.8% |
| 5Y | +162.8% | +228.3% | -65.5% | +139.4% |
| All | +162.8% | +222.4% | -59.6% | +139.4% |
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