+299.6%
OKLO vs AEP
+73.9%
+225.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.0% | -5.4% | -6.4% |
| 7D | +0.1% | -1.0% | +1.1% | 0.0% |
| 30D | -15.2% | -0.1% | -15.1% | -15.2% |
| 3M | -26.2% | -3.2% | -23.0% | -26.5% |
| 6M | -35.0% | -5.3% | -29.7% | -35.5% |
| YTD | -44.4% | +9.5% | -54.0% | -43.7% |
| 1Y | -45.9% | +17.5% | -63.4% | -44.5% |
| 3Y | +284.9% | +77.0% | +208.0% | +304.9% |
| 5Y | +305.3% | +66.4% | +238.9% | +326.6% |
| All | +299.6% | +73.9% | +225.7% | +318.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 10y: compounded portfolio wealth divided by compounded AEP 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…
10y analysis · Full analysis span regression · 6 months rolling