-40.7%
OKLO vs AZO
-28.9%
-11.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.6% |
| 7D | +2.8% | +0.7% | +2.1% | +2.9% |
| 30D | -4.0% | -2.7% | -1.3% | -4.2% |
| 3M | -36.9% | -3.2% | -33.7% | -36.8% |
| 6M | -37.1% | -19.7% | -17.4% | -38.0% |
| YTD | -42.5% | -12.0% | -30.5% | -40.4% |
| 1Y | -40.7% | -29.5% | -11.2% | -43.9% |
| All | -40.7% | -28.9% | -11.8% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling