+326.6%
OKLO vs Z
-71.8%
+398.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | +7.7% | -7.1% | +14.8% | +9.3% |
| 30D | -4.3% | -4.8% | +0.5% | -3.5% |
| 3M | -24.6% | -9.3% | -15.3% | -23.6% |
| 6M | -31.1% | -29.0% | -2.1% | -26.1% |
| YTD | -40.7% | -52.9% | +12.2% | -31.1% |
| 1Y | -42.4% | -63.1% | +20.7% | -30.3% |
| 3Y | +310.9% | -36.9% | +347.8% | +360.1% |
| 5Y | +332.6% | -65.5% | +398.1% | +394.3% |
| All | +326.6% | -71.8% | +398.4% | +392.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling