+41.8%
SCHD vs OKLO
-81.5%
+123.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.8% | +7.7% | +1.9% |
| 7D | +3.2% | -18.4% | +21.6% | +3.3% |
| 30D | +10.7% | -38.5% | +49.2% | +10.9% |
| 3M | +7.8% | -48.9% | +56.8% | +8.1% |
| 6M | +16.7% | -67.8% | +84.5% | +17.8% |
| YTD | +35.3% | -69.2% | +104.4% | +36.0% |
| 1Y | +41.8% | -80.3% | +122.0% | +43.2% |
| All | +41.8% | -81.5% | +123.2% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OKLO.
Daily Out/Under-Performance
Portfolio return minus OKLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKLO 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 1y: compounded portfolio wealth divided by compounded OKLO 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…
1y analysis · Full analysis span regression · 6 months rolling