+139.7%
OKLO vs APD
+25.9%
+113.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +1.6% | +3.8% | -2.3% | +0.9% |
| 30D | -17.6% | +8.2% | -25.8% | -18.7% |
| 3M | -48.5% | +4.3% | -52.8% | -48.9% |
| 6M | -65.7% | +4.7% | -70.4% | -66.0% |
| YTD | -66.7% | +31.5% | -98.2% | -68.4% |
| 1Y | -76.5% | +23.5% | -100.0% | -77.5% |
| 3Y | +132.5% | +29.1% | +103.3% | +128.1% |
| 5Y | +142.8% | +15.9% | +127.0% | +138.9% |
| All | +139.7% | +25.9% | +113.7% | +135.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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