+332.6%
OKLO vs APO
+136.0%
+196.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.4% |
| 7D | +7.7% | -1.0% | +8.7% | +8.2% |
| 30D | -4.3% | -0.4% | -3.9% | -4.1% |
| 3M | -24.6% | -0.9% | -23.7% | -24.5% |
| 6M | -31.1% | +22.1% | -53.2% | -37.5% |
| YTD | -40.7% | -8.4% | -32.3% | -38.7% |
| 1Y | -42.4% | -0.9% | -41.5% | -42.3% |
| 3Y | +310.9% | +56.1% | +254.8% | +317.9% |
| 5Y | +332.6% | +136.0% | +196.6% | +340.6% |
| All | +332.6% | +136.0% | +196.6% | +340.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling