+151.4%
OKLO vs ALLE
+47.2%
+104.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.4% |
| 7D | +6.8% | +0.1% | +6.7% | +6.9% |
| 30D | -27.7% | +25.9% | -53.6% | -32.1% |
| 3M | -43.6% | +14.9% | -58.5% | -45.7% |
| 6M | -65.4% | +42.1% | -107.5% | -68.5% |
| YTD | -65.0% | +20.4% | -85.4% | -67.0% |
| 1Y | -77.5% | +14.9% | -92.4% | -78.6% |
| 3Y | +143.6% | +90.1% | +53.5% | +118.6% |
| 5Y | +154.7% | +53.0% | +101.7% | +128.8% |
| All | +151.4% | +47.2% | +104.2% | +125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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