+129.7%
OKLO vs AMIX
-100.0%
+229.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -20.0% | +23.1% | +3.6% |
| 7D | +16.9% | -8.1% | +25.0% | +17.1% |
| 30D | -19.7% | -52.3% | +32.5% | -18.3% |
| 3M | -45.0% | -83.8% | +38.8% | -42.8% |
| 6M | -66.9% | -79.0% | +12.1% | -67.3% |
| YTD | -64.0% | -87.2% | +23.2% | -63.5% |
| 1Y | -75.2% | -91.7% | +16.5% | -74.5% |
| All | +129.7% | -100.0% | +229.6% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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