+139.7%
OKLO vs APO
+121.0%
+18.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -3.0% |
| 7D | +1.6% | +5.8% | -4.2% | -0.9% |
| 30D | -17.6% | +8.9% | -26.5% | -21.1% |
| 3M | -48.5% | -13.6% | -34.9% | -45.0% |
| 6M | -65.7% | -5.4% | -60.3% | -64.9% |
| YTD | -66.7% | -13.6% | -53.0% | -64.7% |
| 1Y | -76.5% | -2.5% | -74.0% | -76.3% |
| 3Y | +132.5% | +50.9% | +81.6% | +142.4% |
| 5Y | +142.8% | +81.4% | +61.5% | +153.2% |
| All | +139.7% | +121.0% | +18.7% | +148.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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