+334.0%
OKLO vs AU
+537.9%
-203.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +6.1% | +5.3% |
| 7D | +12.4% | -0.3% | +12.7% | +12.4% |
| 30D | -10.6% | +12.8% | -23.3% | -13.6% |
| 3M | -26.5% | +28.5% | -55.0% | -31.4% |
| 6M | -25.6% | +4.8% | -30.5% | -27.1% |
| YTD | -39.6% | +31.0% | -70.6% | -43.4% |
| 1Y | -38.8% | +81.4% | -120.2% | -45.2% |
| 3Y | +318.1% | +618.4% | -300.4% | +231.7% |
| 5Y | +339.7% | +686.3% | -346.6% | +248.0% |
| All | +334.0% | +537.9% | -203.9% | +244.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling