+313.5%
OKLO vs ZTS
-59.0%
+372.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.6% |
| 7D | +2.8% | -2.0% | +4.8% | +2.8% |
| 30D | -4.0% | +1.9% | -5.9% | -4.0% |
| 3M | -36.9% | -4.0% | -32.9% | -36.8% |
| 6M | -37.1% | -39.1% | +2.0% | -36.2% |
| YTD | -42.5% | -38.8% | -3.7% | -41.6% |
| 1Y | -40.7% | -49.6% | +8.9% | -40.0% |
| 3Y | +299.1% | -59.0% | +358.1% | +301.3% |
| 5Y | +317.3% | -61.8% | +379.0% | +319.6% |
| All | +313.5% | -59.0% | +372.5% | +317.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling