-40.7%
OKLO vs WM
-0.9%
-39.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +2.0% |
| 7D | +2.8% | -0.3% | +3.1% | +2.5% |
| 30D | -4.0% | -2.4% | -1.6% | -6.4% |
| 3M | -36.9% | +0.4% | -37.3% | -35.7% |
| 6M | -37.1% | -9.5% | -27.7% | -38.3% |
| YTD | -42.5% | +0.5% | -43.0% | -39.4% |
| 1Y | -40.7% | -1.1% | -39.6% | -32.8% |
| All | -40.7% | -0.9% | -39.8% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling