+270.7%
OKLO vs AUR
-35.1%
+305.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.6% | -10.8% | -9.5% |
| 7D | -12.2% | +1.4% | -13.7% | -12.5% |
| 30D | -19.7% | -6.4% | -13.3% | -18.7% |
| 3M | -37.4% | +7.7% | -45.1% | -38.4% |
| 6M | -42.3% | +44.5% | -86.8% | -46.2% |
| YTD | -49.5% | +67.4% | -117.0% | -54.0% |
| 1Y | -54.7% | +15.4% | -70.1% | -55.7% |
| 3Y | +249.6% | +94.8% | +154.8% | +226.4% |
| All | +270.7% | -35.1% | +305.8% | +255.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 5y: compounded portfolio wealth divided by compounded AUR 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…
5y analysis · Full analysis span regression · 6 months rolling