+139.7%
OKLO vs XYZ
-64.6%
+204.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.0% | -2.9% |
| 7D | +1.6% | -1.1% | +2.6% | +2.0% |
| 30D | -17.6% | +11.5% | -29.1% | -19.9% |
| 3M | -48.5% | +1.8% | -50.3% | -48.8% |
| 6M | -65.7% | +21.2% | -86.9% | -67.2% |
| YTD | -66.7% | +29.9% | -96.6% | -68.8% |
| 1Y | -76.5% | +35.8% | -112.2% | -78.2% |
| 3Y | +132.5% | +62.6% | +69.9% | +123.0% |
| 5Y | +142.8% | -62.8% | +205.6% | +135.9% |
| All | +139.7% | -64.6% | +204.3% | +131.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling