+313.5%
OKLO vs AEP
+75.3%
+238.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.6% |
| 7D | +2.8% | +1.8% | +1.0% | +3.0% |
| 30D | -4.0% | -0.8% | -3.2% | -4.1% |
| 3M | -36.9% | -1.8% | -35.1% | -37.0% |
| 6M | -37.1% | -5.4% | -31.8% | -37.6% |
| YTD | -42.5% | +10.4% | -52.9% | -41.7% |
| 1Y | -40.7% | +18.2% | -58.9% | -39.1% |
| 3Y | +299.1% | +79.0% | +220.2% | +320.3% |
| 5Y | +317.3% | +64.8% | +252.5% | +340.3% |
| All | +313.5% | +75.3% | +238.2% | +333.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling