+138.4%
OKLO vs WMB
+178.0%
-39.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -0.3% | +22.9% | +22.8% |
| 7D | -6.7% | -13.8% | +7.1% | +1.2% |
| 30D | -36.0% | -10.3% | -25.7% | -32.2% |
| 3M | -44.2% | -10.1% | -34.1% | -41.4% |
| 6M | -70.4% | -11.8% | -58.6% | -69.0% |
| YTD | -67.2% | +8.9% | -76.1% | -70.1% |
| 1Y | -77.9% | +14.0% | -91.9% | -80.4% |
| 3Y | +128.4% | +100.5% | +27.9% | +93.6% |
| All | +138.4% | +178.0% | -39.6% | +98.3% |
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