+339.7%
OKLO vs AG
+65.4%
+274.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +6.0% | +5.2% |
| 7D | +12.4% | +4.5% | +7.9% | +10.9% |
| 30D | -10.6% | +12.9% | -23.4% | -13.8% |
| 3M | -26.5% | +20.9% | -47.5% | -30.5% |
| 6M | -25.6% | -19.5% | -6.1% | -21.8% |
| YTD | -39.6% | +24.8% | -64.4% | -42.8% |
| 1Y | -38.8% | +120.2% | -159.0% | -48.3% |
| 3Y | +318.1% | +279.0% | +39.0% | +223.4% |
| 5Y | +339.7% | +67.9% | +271.8% | +239.1% |
| All | +339.7% | +65.4% | +274.3% | +239.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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