+313.5%
OKLO vs APD
+19.1%
+294.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.8% |
| 7D | +2.8% | -2.2% | +5.0% | +3.2% |
| 30D | -4.0% | +2.1% | -6.1% | -4.4% |
| 3M | -36.9% | +7.2% | -44.1% | -37.8% |
| 6M | -37.1% | +11.2% | -48.4% | -38.4% |
| YTD | -42.5% | +24.4% | -66.9% | -45.0% |
| 1Y | -40.7% | +6.7% | -47.4% | -41.4% |
| 3Y | +299.1% | +9.2% | +289.9% | +295.9% |
| 5Y | +317.3% | +27.4% | +289.9% | +311.9% |
| All | +313.5% | +19.1% | +294.4% | +309.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling