+270.7%
OKLO vs AZN
+55.9%
+214.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.3% | -9.5% | -9.2% |
| 7D | -12.2% | -1.6% | -10.7% | -12.1% |
| 30D | -19.7% | +1.1% | -20.8% | -19.8% |
| 3M | -37.4% | -12.1% | -25.3% | -36.6% |
| 6M | -42.3% | -17.1% | -25.1% | -41.0% |
| YTD | -49.5% | -12.0% | -37.5% | -49.0% |
| 1Y | -54.7% | -0.2% | -54.5% | -55.2% |
| 3Y | +249.6% | +26.8% | +222.8% | +231.8% |
| All | +270.7% | +55.9% | +214.9% | +251.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling