+269.5%
SOXX vs OKLO
+298.8%
-29.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.3% | +3.6% | -2.0% |
| 7D | +3.0% | +0.1% | +2.9% | +3.0% |
| 30D | -3.1% | -15.2% | +12.0% | -1.3% |
| 3M | -4.4% | -26.2% | +21.8% | -1.2% |
| 6M | +52.9% | -35.0% | +87.9% | +59.1% |
| YTD | +72.0% | -44.4% | +116.4% | +80.7% |
| 1Y | +105.1% | -45.9% | +151.0% | +113.4% |
| 3Y | +220.6% | +284.9% | -64.3% | +166.3% |
| 5Y | +244.8% | +305.3% | -60.5% | +183.2% |
| All | +269.5% | +298.8% | -29.3% | +207.3% |
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