+249.6%
OKLO vs AZN
+28.0%
+221.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.3% | -9.5% | -9.2% |
| 7D | -12.2% | -1.6% | -10.7% | -12.0% |
| 30D | -19.7% | +1.1% | -20.8% | -19.8% |
| 3M | -37.4% | -12.1% | -25.3% | -36.1% |
| 6M | -42.3% | -17.1% | -25.1% | -40.1% |
| YTD | -49.5% | -12.0% | -37.5% | -48.6% |
| 1Y | -54.7% | -0.2% | -54.5% | -56.0% |
| 3Y | +249.6% | +26.8% | +222.8% | +205.8% |
| All | +249.6% | +28.0% | +221.6% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 3y: compounded portfolio wealth divided by compounded AZN 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…
3y analysis · Full analysis span regression · 6 months rolling