+159.1%
OKLO vs Z
-74.1%
+233.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.7% |
| 7D | +16.9% | -13.1% | +30.0% | +20.7% |
| 30D | -19.7% | +5.9% | -25.6% | -21.0% |
| 3M | -45.0% | -13.7% | -31.3% | -43.7% |
| 6M | -66.9% | -27.1% | -39.8% | -64.9% |
| YTD | -64.0% | -56.8% | -7.2% | -57.6% |
| 1Y | -75.2% | -60.2% | -15.0% | -70.3% |
| 3Y | +151.1% | -19.7% | +170.8% | +184.6% |
| 5Y | +162.8% | -53.7% | +216.5% | +199.6% |
| All | +159.1% | -74.1% | +233.3% | +202.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling