+145.0%
OKLO vs AR
+179.5%
-34.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.3% | -6.8% | -5.6% |
| 7D | +27.3% | +6.4% | +20.9% | +26.2% |
| 30D | -23.1% | +3.1% | -26.2% | -23.4% |
| 3M | -45.8% | +3.3% | -49.1% | -46.2% |
| 6M | -66.8% | +6.6% | -73.3% | -67.3% |
| YTD | -65.9% | +12.3% | -78.3% | -67.2% |
| 1Y | -78.0% | +12.3% | -90.3% | -78.8% |
| 3Y | +137.4% | +50.4% | +86.9% | +131.4% |
| 5Y | +148.2% | +101.0% | +47.2% | +140.9% |
| All | +145.0% | +179.5% | -34.5% | +135.9% |
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