+139.7%
OKLO vs AMT
-18.5%
+158.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.1% | -2.0% |
| 7D | +1.6% | +1.5% | +0.1% | +1.8% |
| 30D | -17.6% | +6.8% | -24.5% | -16.6% |
| 3M | -48.5% | +11.2% | -59.7% | -47.5% |
| 6M | -65.7% | +12.5% | -78.1% | -64.8% |
| YTD | -66.7% | +12.5% | -79.2% | -65.8% |
| 1Y | -76.5% | +10.1% | -86.6% | -75.9% |
| 3Y | +132.5% | +16.0% | +116.4% | +136.5% |
| 5Y | +142.8% | -17.2% | +160.0% | +146.5% |
| All | +139.7% | -18.5% | +158.2% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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