+313.5%
OKLO vs ZS
-23.5%
+337.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.5% | +8.1% | +4.2% |
| 7D | +2.8% | -7.8% | +10.6% | +3.9% |
| 30D | -4.0% | +5.0% | -9.0% | -4.8% |
| 3M | -36.9% | +25.5% | -62.4% | -39.0% |
| 6M | -37.1% | +8.7% | -45.8% | -39.4% |
| YTD | -42.5% | -24.5% | -18.0% | -41.3% |
| 1Y | -40.7% | -36.7% | -4.0% | -37.9% |
| 3Y | +299.1% | +7.2% | +291.9% | +302.0% |
| 5Y | +317.3% | -40.9% | +358.2% | +320.7% |
| All | +313.5% | -23.5% | +337.0% | +319.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling