+316.9%
OKLO vs WM
+52.1%
+264.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.5% |
| 7D | +2.8% | -0.3% | +3.1% | +2.8% |
| 30D | -4.0% | -2.4% | -1.6% | -4.2% |
| 3M | -36.9% | +0.4% | -37.3% | -37.2% |
| 6M | -37.1% | -9.5% | -27.7% | -36.7% |
| YTD | -42.5% | +0.5% | -43.0% | -42.9% |
| 1Y | -40.7% | -1.1% | -39.6% | -40.9% |
| 3Y | +299.1% | +46.0% | +253.1% | +293.0% |
| All | +316.9% | +52.1% | +264.7% | +311.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling