+262.9%
OKLO vs AU
+517.7%
-254.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.5% | -9.7% | -9.3% |
| 7D | -12.2% | -4.3% | -8.0% | -11.2% |
| 30D | -19.7% | +7.3% | -27.1% | -21.4% |
| 3M | -37.4% | +26.3% | -63.7% | -41.2% |
| 6M | -42.3% | +1.8% | -44.1% | -43.0% |
| YTD | -49.5% | +26.8% | -76.3% | -52.2% |
| 1Y | -54.7% | +66.7% | -121.4% | -58.9% |
| 3Y | +249.6% | +579.1% | -329.5% | +180.0% |
| 5Y | +268.1% | +689.3% | -421.2% | +193.8% |
| All | +262.9% | +517.7% | -254.8% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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