+324.2%
SMH vs OKLO
+305.3%
+18.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.3% | +3.9% | -1.7% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | -2.2% | -15.2% | +13.0% | -0.5% |
| 3M | -1.9% | -26.2% | +24.3% | +1.2% |
| 6M | +41.0% | -35.0% | +76.0% | +46.2% |
| YTD | +55.6% | -44.4% | +100.0% | +62.8% |
| 1Y | +86.8% | -45.9% | +132.7% | +93.3% |
| 3Y | +277.7% | +284.9% | -7.3% | +216.1% |
| 5Y | +324.2% | +305.3% | +18.9% | +254.2% |
| All | +324.2% | +305.3% | +18.9% | +254.2% |
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 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