+332.6%
OKLO vs WPM
+261.4%
+71.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.2% |
| 7D | +7.7% | +3.9% | +3.8% | +5.6% |
| 30D | -4.3% | +17.7% | -22.0% | -11.9% |
| 3M | -24.6% | +39.4% | -64.1% | -35.9% |
| 6M | -31.1% | +6.4% | -37.5% | -33.4% |
| YTD | -40.7% | +34.0% | -74.7% | -47.4% |
| 1Y | -42.4% | +50.5% | -93.0% | -50.9% |
| 3Y | +310.9% | +280.3% | +30.6% | +194.9% |
| 5Y | +332.6% | +266.3% | +66.3% | +210.5% |
| All | +332.6% | +261.4% | +71.3% | +210.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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