+262.9%
OKLO vs AGI
+374.8%
-111.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.7% | -9.9% | -9.4% |
| 7D | -12.2% | -2.7% | -9.5% | -11.5% |
| 30D | -19.7% | +7.2% | -27.0% | -21.5% |
| 3M | -37.4% | +4.3% | -41.7% | -38.5% |
| 6M | -42.3% | -27.1% | -15.2% | -37.2% |
| YTD | -49.5% | -6.6% | -42.9% | -48.3% |
| 1Y | -54.7% | +9.5% | -64.2% | -55.0% |
| 3Y | +249.6% | +208.4% | +41.2% | +216.8% |
| 5Y | +268.1% | +401.6% | -133.5% | +233.6% |
| All | +262.9% | +374.8% | -111.9% | +229.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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