+154.7%
OKLO vs Z
-56.4%
+211.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -5.5% | -1.0% | -5.2% |
| 7D | +6.8% | -6.5% | +13.3% | +8.5% |
| 30D | -27.7% | -0.1% | -27.6% | -27.9% |
| 3M | -43.6% | -14.1% | -29.5% | -42.1% |
| 6M | -65.4% | -30.1% | -35.3% | -62.8% |
| YTD | -65.0% | -57.5% | -7.5% | -58.1% |
| 1Y | -77.5% | -60.3% | -17.2% | -72.6% |
| 3Y | +143.6% | -21.0% | +164.6% | +180.8% |
| 5Y | +154.7% | -54.9% | +209.6% | +192.8% |
| All | +154.7% | -56.4% | +211.1% | +192.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling