+334.0%
OKLO vs ASX
+549.1%
-215.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.1% | -1.1% | +2.3% |
| 7D | +12.4% | +6.3% | +6.1% | +9.4% |
| 30D | -10.6% | +6.4% | -17.0% | -13.0% |
| 3M | -26.5% | +13.1% | -39.7% | -30.8% |
| 6M | -25.6% | +90.3% | -115.9% | -42.8% |
| YTD | -39.6% | +149.6% | -189.3% | -58.3% |
| 1Y | -38.8% | +249.2% | -287.9% | -62.1% |
| 3Y | +318.1% | +445.9% | -127.8% | +144.8% |
| 5Y | +339.7% | +477.7% | -138.0% | +158.4% |
| All | +334.0% | +549.1% | -215.1% | +154.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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