+162.8%
OKLO vs AA
-11.0%
+173.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.7% | +0.4% | +2.4% |
| 7D | +16.9% | +1.1% | +15.8% | +17.1% |
| 30D | -19.7% | -1.3% | -18.5% | -19.2% |
| 3M | -45.0% | -23.9% | -21.1% | -40.9% |
| 6M | -66.9% | -36.8% | -30.1% | -62.9% |
| YTD | -64.0% | -22.2% | -41.8% | -61.3% |
| 1Y | -75.2% | +10.4% | -85.5% | -74.8% |
| 3Y | +151.1% | +72.0% | +79.1% | +145.6% |
| 5Y | +162.8% | -15.6% | +178.4% | +153.7% |
| All | +162.8% | -11.0% | +173.8% | +153.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling