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ISIN
US02156V1098
Sector
Utilities
IPO Date
Jul 8, 2021

Highlights

Market Cap
$6.76B
Enterprise Value
$5.17B
EPS (TTM)
-$0.83
Gross Profit (TTM)
-$149.00K
EBITDA (TTM)
-$172.42M
Year Range
$36.61 - $193.84
Target Price
$113.43
ROA (TTM)
-4.77%
ROE (TTM)
-4.89%
Avg. Volume (1M)
9M
Avg. Volume Value (1M)
$387.53M

Share Price Chart


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Performance

OKLO Performance Chart

Oklo Inc. (OKLO) is down 45.9% since the beginning of the year. At $39 per share, OKLO is trading 80.0% below its 52-week high of $194. Investors who bought $1,000 worth of OKLO shares 5 years ago would now be looking at an investment worth $3,943.


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Benchmark

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Returns By Period

Oklo Inc. (OKLO) has returned -45.89% so far this year and -45.68% over the past 12 months.


Oklo Inc.

1D
-5.50%
1M
-25.84%
6M
-51.23%
YTD
-45.89%
1Y
-45.68%
3Y*
55.49%
5Y*
31.57%
10Y*
ALL TIME*
30.73%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OKLO Monthly Returns History

Based on dividend-adjusted daily data since Jul 8, 2021, OKLO's average daily return is +0.25%, while the average monthly return is +5.94%. At this rate, an investment would double in approximately 1.0 years.

Historically, 54% of months were positive and 46% were negative. The best month was Oct 2024 with a return of +177.6%, while the worst month was Mar 2025 at -35.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, OKLO closed higher 44% of trading days. The best single day was Oct 16, 2024 with a return of +42.0%, while the worst single day was May 10, 2024 at -53.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.95%-20.94%-21.22%46.20%-7.75%-21.76%-25.80%-45.89%
202596.00%-19.75%-35.22%9.75%122.07%6.20%36.79%-3.85%51.59%18.94%-31.17%-21.47%238.01%
20245.30%-4.32%7.33%20.32%-26.71%-15.89%7.44%-34.40%35.51%177.63%4.81%-9.81%101.04%
20231.01%0.90%0.40%1.28%4.04%-2.48%-0.96%0.29%-0.10%-0.29%0.29%2.03%6.45%
2022-1.83%0.41%0.51%-0.20%-0.82%-0.10%0.52%0.23%0.39%0.82%0.20%0.61%0.71%
2021-1.50%-0.20%-0.00%3.36%-2.07%-1.01%-1.50%

Benchmark Metrics

Oklo Inc. has an annualized alpha of 63.23%, beta of 1.21, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since July 08, 2021.

  • This stock captured 166.65% of S&P 500 Index gains but only 86.91% of its losses - a favorable profile for investors.
  • R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
63.23%
Beta
1.21
0.06
Upside Capture
166.65%
Downside Capture
86.91%

Return for Risk

Risk / Return Rank

OKLO ranks 24 for risk / return — above 24% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.


OKLO Risk / Return Rank: 2424
Overall Rank
OKLO Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
OKLO Sortino Ratio Rank: 2626
Sortino Ratio Rank
OKLO Omega Ratio Rank: 2727
Omega Ratio Rank
OKLO Calmar Ratio Rank: 2020
Calmar Ratio Rank
OKLO Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Oklo Inc. (OKLO) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


OKLOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.91

Sortino ratioReturn per unit of downside risk

-2.25

Omega ratioGain probability vs. loss probability

0.97

1.25

-0.28

Calmar ratioReturn relative to maximum drawdown

-0.63

2.00

-2.63

Martin ratioReturn relative to average drawdown

-0.94

8.49

-9.43

Dividends

Dividend History


Oklo Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Oklo Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Oklo Inc. was 78.84%, occurring on Jul 29, 2026. The portfolio has not yet recovered.

The current Oklo Inc. drawdown is 77.70%.


Drawdown

Fall

Recovery

Underwater

Related event

-78.84%Jul 2026
9mo 17d
9mo 21dOct 2025 - now
-69.34%Sep 2024
3mo 26d1mo 18d
5mo 14dMay 2024 - Oct 2024
-64.32%Apr 2025
1mo 23d2mo 8d
4mo 1dFeb 2025 - Jun 2025
2025 selloff2025
-32.23%Nov 2024
7d1mo 19d
1mo 26dNov 2024 - Jan 2025
-25.61%Jan 2025
1d3d
3dJan 2025 - Jan 2025

Drawdown Indicators


OKLOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-78.84%

-56.78%

-22.06%

Max Drawdown (1Y)

Largest decline over 1 year

-78.84%

-9.10%

-69.74%

Max Drawdown (3Y)

Largest decline over 3 years

-78.84%

-18.90%

-59.94%

Max Drawdown (5Y)

Largest decline over 5 years

-78.84%

-25.43%

-53.41%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-77.70%

-1.58%

-76.12%

Average Drawdown

Average peak-to-trough decline

-19.53%

-10.70%

-8.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

52.50%

2.14%

+50.36%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Oklo Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Oklo Inc. is priced in the market compared to other companies in the Utilities - Independent Power Producers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for OKLO in comparison with other companies in the Utilities - Independent Power Producers industry. Currently, OKLO has a P/B value of 2.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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