+145.0%
OKLO vs DRI
+86.0%
+58.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.4% |
| 7D | +27.3% | -0.3% | +27.7% | +27.4% |
| 30D | -23.1% | +10.8% | -33.9% | -25.0% |
| 3M | -45.8% | +0.9% | -46.7% | -46.1% |
| 6M | -66.8% | +16.3% | -83.1% | -68.4% |
| YTD | -65.9% | +27.8% | -93.7% | -68.2% |
| 1Y | -78.0% | +33.9% | -111.9% | -79.8% |
| 3Y | +137.4% | +67.2% | +70.2% | +115.2% |
| 5Y | +148.2% | +79.0% | +69.2% | +124.8% |
| All | +145.0% | +86.0% | +58.9% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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