+305.3%
OKLO vs ZS
-43.4%
+348.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.6% | -4.7% | -6.1% |
| 7D | +0.1% | -8.1% | +8.2% | +1.2% |
| 30D | -15.2% | -8.4% | -6.7% | -14.3% |
| 3M | -26.2% | +31.1% | -57.2% | -29.1% |
| 6M | -35.0% | +4.4% | -39.4% | -37.0% |
| YTD | -44.4% | -27.3% | -17.1% | -43.0% |
| 1Y | -45.9% | -41.4% | -4.6% | -42.8% |
| 3Y | +284.9% | +1.7% | +283.3% | +289.6% |
| 5Y | +305.3% | -39.6% | +344.9% | +309.8% |
| All | +305.3% | -43.4% | +348.7% | +309.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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