+326.6%
OKLO vs AZO
+89.8%
+236.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.7% |
| 7D | +7.7% | -0.8% | +8.5% | +7.7% |
| 30D | -4.3% | -5.1% | +0.8% | -4.4% |
| 3M | -24.6% | -7.2% | -17.4% | -24.6% |
| 6M | -31.1% | -20.7% | -10.4% | -31.2% |
| YTD | -40.7% | -14.2% | -26.5% | -40.5% |
| 1Y | -42.4% | -32.2% | -10.3% | -42.6% |
| 3Y | +310.9% | +11.1% | +299.8% | +301.1% |
| 5Y | +332.6% | +87.6% | +245.0% | +314.6% |
| All | +326.6% | +89.8% | +236.8% | +308.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling