+162.8%
OKLO vs ZETA
+271.1%
-108.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +7.6% | -4.5% | +1.7% |
| 7D | +16.9% | +18.8% | -1.8% | +13.6% |
| 30D | -19.7% | +12.6% | -32.3% | -21.2% |
| 3M | -45.0% | +29.5% | -74.5% | -47.4% |
| 6M | -66.9% | +128.6% | -195.5% | -71.3% |
| YTD | -64.0% | +85.5% | -149.4% | -67.8% |
| 1Y | -75.2% | +90.6% | -165.8% | -77.9% |
| 3Y | +151.1% | +358.0% | -206.9% | +117.8% |
| 5Y | +162.8% | +282.0% | -119.2% | +128.2% |
| All | +162.8% | +271.1% | -108.3% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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