+313.5%
OKLO vs ASX
+511.9%
-198.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | +2.8% | -0.7% | +3.5% | +3.1% |
| 30D | -4.0% | +2.0% | -6.0% | -4.9% |
| 3M | -36.9% | -1.3% | -35.6% | -37.0% |
| 6M | -37.1% | +71.4% | -108.6% | -49.5% |
| YTD | -42.5% | +135.3% | -177.8% | -59.2% |
| 1Y | -40.7% | +267.5% | -308.2% | -63.7% |
| 3Y | +299.1% | +388.5% | -89.4% | +139.8% |
| 5Y | +317.3% | +417.1% | -99.8% | +152.2% |
| All | +313.5% | +511.9% | -198.4% | +148.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling