+334.0%
OKLO vs AR
+182.2%
+151.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.8% | +5.1% |
| 7D | +12.4% | -1.8% | +14.2% | +12.7% |
| 30D | -10.6% | +12.6% | -23.1% | -12.2% |
| 3M | -26.5% | +10.0% | -36.5% | -27.9% |
| 6M | -25.6% | +0.6% | -26.3% | -26.4% |
| YTD | -39.6% | +13.4% | -53.1% | -41.9% |
| 1Y | -38.8% | +21.7% | -60.5% | -42.1% |
| 3Y | +318.1% | +45.8% | +272.2% | +307.5% |
| 5Y | +339.7% | +144.3% | +195.4% | +324.4% |
| All | +334.0% | +182.2% | +151.8% | +317.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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