+15.4%
SOFI vs OKLO
+267.3%
-252.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.2% | +9.8% | +2.4% |
| 7D | -4.9% | -12.2% | +7.3% | -2.7% |
| 30D | -3.5% | -19.7% | +16.3% | +0.4% |
| 3M | +3.9% | -37.4% | +41.3% | +12.4% |
| 6M | -6.5% | -42.3% | +35.8% | +1.2% |
| YTD | -33.8% | -49.5% | +15.7% | -27.4% |
| 1Y | -33.3% | -54.7% | +21.4% | -26.8% |
| 3Y | +94.6% | +249.6% | -155.0% | +38.4% |
| All | +15.4% | +267.3% | -252.0% | -17.1% |
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