+305.3%
OKLO vs AGI
+389.6%
-84.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.3% | -3.0% | -5.2% |
| 7D | +0.1% | -5.3% | +5.4% | +1.9% |
| 30D | -15.2% | +6.8% | -21.9% | -17.0% |
| 3M | -26.2% | +8.3% | -34.5% | -28.2% |
| 6M | -35.0% | -29.2% | -5.8% | -28.6% |
| YTD | -44.4% | -7.3% | -37.2% | -42.9% |
| 1Y | -45.9% | +8.0% | -54.0% | -46.1% |
| 3Y | +284.9% | +206.6% | +78.4% | +248.3% |
| 5Y | +305.3% | +398.1% | -92.9% | +268.0% |
| All | +305.3% | +389.6% | -84.3% | +268.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling