+148.2%
OKLO vs WPM
+218.7%
-70.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.7% | -4.0% |
| 7D | +27.3% | -0.5% | +27.8% | +28.5% |
| 30D | -23.1% | -3.1% | -20.0% | -21.8% |
| 3M | -45.8% | -2.2% | -43.7% | -45.4% |
| 6M | -66.8% | -7.4% | -59.4% | -65.6% |
| YTD | -65.9% | +12.6% | -78.6% | -67.2% |
| 1Y | -78.0% | +22.8% | -100.8% | -79.4% |
| 3Y | +137.4% | +213.6% | -76.3% | +83.8% |
| 5Y | +148.2% | +211.2% | -63.0% | +95.0% |
| All | +148.2% | +218.7% | -70.5% | +95.0% |
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