+249.6%
OKLO vs AGNC
+62.2%
+187.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.4% | -8.8% | -8.9% |
| 7D | -12.2% | -4.7% | -7.5% | -9.2% |
| 30D | -19.7% | -5.7% | -14.1% | -16.3% |
| 3M | -37.4% | +1.9% | -39.3% | -38.2% |
| 6M | -42.3% | +1.8% | -44.1% | -42.6% |
| YTD | -49.5% | +3.4% | -53.0% | -49.8% |
| 1Y | -54.7% | +13.6% | -68.3% | -57.3% |
| 3Y | +249.6% | +60.4% | +189.2% | +189.0% |
| All | +249.6% | +62.2% | +187.4% | +189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGNC.
Daily Out/Under-Performance
Portfolio return minus AGNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGNC 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 3y: compounded portfolio wealth divided by compounded AGNC 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…
3y analysis · Full analysis span regression · 6 months rolling