+284.9%
OKLO vs XYZ
+46.5%
+238.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -6.1% |
| 7D | +0.1% | -5.2% | +5.3% | +3.1% |
| 30D | -15.2% | 0.0% | -15.2% | -15.2% |
| 3M | -26.2% | +18.7% | -44.8% | -33.7% |
| 6M | -35.0% | +20.5% | -55.6% | -41.9% |
| YTD | -44.4% | +21.5% | -65.9% | -51.3% |
| 1Y | -45.9% | +7.2% | -53.1% | -49.2% |
| All | +284.9% | +46.5% | +238.4% | +263.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling