+262.9%
OKLO vs ZBH
-36.9%
+299.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.1% | -10.3% | -9.1% |
| 7D | -12.2% | -4.7% | -7.6% | -12.6% |
| 30D | -19.7% | -4.5% | -15.2% | -20.1% |
| 3M | -37.4% | +7.6% | -45.0% | -37.0% |
| 6M | -42.3% | +0.3% | -42.6% | -42.1% |
| YTD | -49.5% | +4.5% | -54.1% | -49.0% |
| 1Y | -54.7% | -9.4% | -45.3% | -54.7% |
| 3Y | +249.6% | -21.5% | +271.1% | +250.4% |
| 5Y | +268.1% | -28.4% | +296.5% | +267.9% |
| All | +262.9% | -36.9% | +299.9% | +264.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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