+162.8%
OKLO vs WM
+60.7%
+102.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +1.8% | +3.3% |
| 7D | +16.9% | +0.8% | +16.2% | +17.1% |
| 30D | -19.7% | +13.8% | -33.5% | -18.3% |
| 3M | -45.0% | +6.4% | -51.4% | -44.4% |
| 6M | -66.9% | +13.2% | -80.1% | -66.7% |
| YTD | -64.0% | +10.8% | -74.7% | -63.7% |
| 1Y | -75.2% | +20.2% | -95.4% | -75.4% |
| 3Y | +151.1% | +46.5% | +104.6% | +151.5% |
| 5Y | +162.8% | +61.3% | +101.5% | +163.2% |
| All | +162.8% | +60.7% | +102.1% | +163.2% |
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