+305.3%
OKLO vs AMP
+118.7%
+186.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.3% | -6.6% | -6.4% |
| 7D | +0.1% | -2.0% | +2.1% | +0.9% |
| 30D | -15.2% | -1.7% | -13.5% | -14.6% |
| 3M | -26.2% | +23.2% | -49.4% | -32.9% |
| 6M | -35.0% | +22.2% | -57.2% | -40.6% |
| YTD | -44.4% | +14.0% | -58.4% | -47.7% |
| 1Y | -45.9% | +14.0% | -59.9% | -49.1% |
| 3Y | +284.9% | +67.0% | +218.0% | +253.6% |
| 5Y | +305.3% | +123.2% | +182.1% | +272.9% |
| All | +305.3% | +118.7% | +186.6% | +272.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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