+334.0%
OKLO vs ZBH
-36.5%
+370.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.9% | +8.9% | +4.5% |
| 7D | +12.4% | -5.2% | +17.6% | +11.8% |
| 30D | -10.6% | -2.4% | -8.1% | -10.7% |
| 3M | -26.5% | +8.3% | -34.8% | -26.0% |
| 6M | -25.6% | +0.7% | -26.3% | -25.3% |
| YTD | -39.6% | +5.3% | -45.0% | -39.0% |
| 1Y | -38.8% | -9.1% | -29.7% | -38.7% |
| 3Y | +318.1% | -19.7% | +337.7% | +319.3% |
| 5Y | +339.7% | -31.3% | +371.0% | +340.1% |
| All | +334.0% | -36.5% | +370.4% | +336.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling