+141.4%
OKLO vs ZTS
-58.9%
+200.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.1% |
| 7D | +1.6% | +5.6% | -4.0% | +1.7% |
| 30D | -17.6% | +12.1% | -29.7% | -17.1% |
| 3M | -48.5% | +11.3% | -59.8% | -48.2% |
| 6M | -65.7% | +14.3% | -80.0% | -65.5% |
| YTD | -66.7% | -31.9% | -34.8% | -65.9% |
| 1Y | -76.5% | -29.3% | -47.2% | -75.9% |
| 3Y | +132.5% | -48.0% | +180.5% | +135.3% |
| All | +141.4% | -58.9% | +200.3% | +139.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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