+27.6%
SCHD vs OKLO
-51.2%
+78.8%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.2% | +9.6% | +0.4% |
| 7D | -2.0% | -12.2% | +10.3% | -2.0% |
| 30D | -0.4% | -19.7% | +19.3% | -0.4% |
| 3M | +5.7% | -37.4% | +43.1% | +5.9% |
| 6M | +11.9% | -42.3% | +54.2% | +12.1% |
| YTD | +26.4% | -49.5% | +76.0% | +26.5% |
| 1Y | +27.6% | -54.7% | +82.3% | +29.0% |
| All | +27.6% | -51.2% | +78.8% | +29.0% |
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