+219.1%
TER vs OKLO
+337.5%
-118.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.7% | +3.5% |
| 7D | +11.0% | +12.4% | -1.5% | +9.0% |
| 30D | -1.9% | -10.6% | +8.7% | -0.4% |
| 3M | -0.7% | -26.5% | +25.9% | +3.4% |
| 6M | +36.4% | -25.6% | +62.0% | +41.6% |
| YTD | +92.4% | -39.6% | +132.1% | +103.7% |
| 1Y | +213.5% | -38.8% | +252.3% | +230.1% |
| 3Y | +277.2% | +318.1% | -40.8% | +223.6% |
| 5Y | +219.1% | +339.7% | -120.6% | +177.0% |
| All | +219.1% | +337.5% | -118.3% | +177.0% |
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