+313.5%
OKLO vs AEIS
+168.0%
+145.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.4% | +1.2% | +2.4% |
| 7D | +2.8% | +3.0% | -0.1% | +1.4% |
| 30D | -4.0% | -14.6% | +10.6% | +3.5% |
| 3M | -36.9% | -12.4% | -24.4% | -34.1% |
| 6M | -37.1% | -15.0% | -22.2% | -33.6% |
| YTD | -42.5% | +34.3% | -76.8% | -51.9% |
| 1Y | -40.7% | +87.4% | -128.1% | -56.3% |
| 3Y | +299.1% | +139.8% | +159.4% | +160.1% |
| 5Y | +317.3% | +220.7% | +96.6% | +172.1% |
| All | +313.5% | +168.0% | +145.5% | +170.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling