+339.7%
OKLO vs WMB
+282.7%
+57.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.7% | +3.8% |
| 7D | +12.4% | +0.8% | +11.6% | +12.0% |
| 30D | -10.6% | +7.7% | -18.3% | -14.4% |
| 3M | -26.5% | +6.7% | -33.2% | -30.1% |
| 6M | -25.6% | +3.6% | -29.3% | -28.8% |
| YTD | -39.6% | +28.0% | -67.6% | -49.2% |
| 1Y | -38.8% | +37.6% | -76.4% | -51.0% |
| 3Y | +318.1% | +149.0% | +169.0% | +230.3% |
| 5Y | +339.7% | +285.3% | +54.4% | +247.0% |
| All | +339.7% | +282.7% | +57.0% | +247.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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