+63.2%
SCHD vs OKLO
+325.7%
-262.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.9% |
| 7D | -2.6% | +7.7% | -10.3% | -2.7% |
| 30D | -0.3% | -4.3% | +4.0% | -0.3% |
| 3M | +6.1% | -24.6% | +30.7% | +6.4% |
| 6M | +11.7% | -31.1% | +42.8% | +12.0% |
| YTD | +26.3% | -40.7% | +67.0% | +26.7% |
| 1Y | +28.8% | -42.4% | +71.2% | +28.6% |
| 3Y | +55.0% | +310.9% | -255.9% | +42.3% |
| 5Y | +60.0% | +332.6% | -272.6% | +44.6% |
| All | +63.2% | +325.7% | -262.5% | +49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling