+262.9%
OKLO vs AZO
+87.5%
+175.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.2% | -9.0% | -9.2% |
| 7D | -12.2% | -3.6% | -8.7% | -12.3% |
| 30D | -19.7% | -5.6% | -14.2% | -19.8% |
| 3M | -37.4% | -6.6% | -30.8% | -37.4% |
| 6M | -42.3% | -22.5% | -19.8% | -42.4% |
| YTD | -49.5% | -15.2% | -34.3% | -49.4% |
| 1Y | -54.7% | -33.9% | -20.8% | -54.8% |
| 3Y | +249.6% | +11.8% | +237.8% | +241.2% |
| 5Y | +268.1% | +85.5% | +182.6% | +252.7% |
| All | +262.9% | +87.5% | +175.4% | +247.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling