+151.4%
OKLO vs ASX
+478.8%
-327.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.3% | -9.8% | -8.0% |
| 7D | +6.8% | -9.1% | +16.0% | +11.5% |
| 30D | -27.7% | -23.6% | -4.1% | -19.1% |
| 3M | -43.6% | -5.6% | -38.0% | -42.7% |
| 6M | -65.4% | +4.7% | -70.1% | -66.5% |
| YTD | -65.0% | +122.6% | -187.6% | -74.8% |
| 1Y | -77.5% | +133.0% | -210.5% | -84.0% |
| 3Y | +143.6% | +367.1% | -223.5% | +48.7% |
| 5Y | +154.7% | +504.7% | -350.0% | +55.4% |
| All | +151.4% | +478.8% | -327.4% | +53.4% |
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