+318.1%
OKLO vs Z
-37.5%
+355.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.4% | +11.4% | +7.9% |
| 7D | +12.4% | -3.3% | +15.7% | +13.7% |
| 30D | -10.6% | -3.7% | -6.8% | -9.7% |
| 3M | -26.5% | -7.0% | -19.5% | -25.6% |
| 6M | -25.6% | -29.5% | +3.9% | -13.5% |
| YTD | -39.6% | -52.6% | +12.9% | -16.2% |
| 1Y | -38.8% | -64.0% | +25.2% | -4.3% |
| 3Y | +318.1% | -36.4% | +354.5% | +396.8% |
| All | +318.1% | -37.5% | +355.5% | +396.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling