+305.3%
OKLO vs AEM
+294.2%
+11.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.9% | -3.4% | -5.1% |
| 7D | +0.1% | -5.0% | +5.1% | +2.4% |
| 30D | -15.2% | +8.5% | -23.6% | -18.2% |
| 3M | -26.2% | +29.3% | -55.4% | -33.9% |
| 6M | -35.0% | -12.9% | -22.1% | -32.0% |
| YTD | -44.4% | +16.8% | -61.2% | -47.0% |
| 1Y | -45.9% | +29.8% | -75.8% | -49.4% |
| 3Y | +284.9% | +336.7% | -51.8% | +211.9% |
| 5Y | +305.3% | +299.9% | +5.3% | +226.8% |
| All | +305.3% | +294.2% | +11.1% | +226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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