+299.6%
OKLO vs AZN
+49.2%
+250.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.7% | -8.0% | -6.5% |
| 7D | +0.1% | -3.1% | +3.2% | +0.4% |
| 30D | -15.2% | +0.6% | -15.7% | -15.2% |
| 3M | -26.2% | -10.8% | -15.4% | -25.4% |
| 6M | -35.0% | -18.1% | -16.9% | -33.5% |
| YTD | -44.4% | -12.3% | -32.2% | -43.8% |
| 1Y | -45.9% | -0.2% | -45.7% | -46.6% |
| 3Y | +284.9% | +23.4% | +261.6% | +266.0% |
| 5Y | +305.3% | +56.4% | +248.9% | +283.3% |
| All | +299.6% | +49.2% | +250.4% | +278.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling