+334.0%
OKLO vs XYZ
-66.5%
+400.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.2% | +8.2% | +5.7% |
| 7D | +12.4% | +2.9% | +9.6% | +11.5% |
| 30D | -10.6% | +1.4% | -11.9% | -10.8% |
| 3M | -26.5% | +14.6% | -41.1% | -28.9% |
| 6M | -25.6% | +20.8% | -46.4% | -28.7% |
| YTD | -39.6% | +23.1% | -62.7% | -42.7% |
| 1Y | -38.8% | +5.6% | -44.4% | -39.9% |
| 3Y | +318.1% | +50.9% | +267.1% | +306.8% |
| 5Y | +339.7% | -68.6% | +408.2% | +333.2% |
| All | +334.0% | -66.5% | +400.4% | +325.1% |
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