-15.7%
SHOP vs OKLO
+334.8%
-350.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.7% | -3.7% | -5.3% |
| 7D | -10.6% | +7.7% | -18.3% | -11.4% |
| 30D | -18.3% | -4.3% | -14.0% | -18.1% |
| 3M | +14.8% | -24.6% | +39.5% | +17.4% |
| 6M | -5.0% | -31.1% | +26.1% | -3.4% |
| YTD | -21.2% | -40.7% | +19.4% | -19.2% |
| 1Y | -11.6% | -42.4% | +30.8% | -10.5% |
| 3Y | +101.2% | +310.9% | -209.7% | +83.4% |
| 5Y | -15.7% | +332.6% | -348.3% | -26.0% |
| All | -15.7% | +334.8% | -350.5% | -26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling