+270.7%
OKLO vs AEIS
+232.6%
+38.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +4.9% | -14.1% | -11.7% |
| 7D | -12.2% | +2.3% | -14.5% | -13.4% |
| 30D | -19.7% | -14.8% | -4.9% | -13.4% |
| 3M | -37.4% | -15.6% | -21.8% | -33.5% |
| 6M | -42.3% | -8.7% | -33.6% | -41.4% |
| YTD | -49.5% | +37.3% | -86.9% | -58.8% |
| 1Y | -54.7% | +80.3% | -135.0% | -66.8% |
| 3Y | +249.6% | +177.9% | +71.7% | +119.5% |
| All | +270.7% | +232.6% | +38.1% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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