+299.6%
OKLO vs AA
+45.2%
+254.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.8% | -1.5% | -5.3% |
| 7D | +0.1% | -5.4% | +5.5% | +1.4% |
| 30D | -15.2% | -10.7% | -4.5% | -12.9% |
| 3M | -26.2% | -26.2% | 0.0% | -21.5% |
| 6M | -35.0% | -20.9% | -14.1% | -31.9% |
| YTD | -44.4% | -8.6% | -35.8% | -42.9% |
| 1Y | -45.9% | +57.4% | -103.3% | -48.6% |
| 3Y | +284.9% | +77.8% | +207.1% | +263.9% |
| 5Y | +305.3% | +2.7% | +302.6% | +282.5% |
| All | +299.6% | +45.2% | +254.4% | +273.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling