+262.9%
OKLO vs DUK
+46.1%
+216.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | 0.0% | -9.2% | -9.2% |
| 7D | -12.2% | -0.7% | -11.6% | -12.4% |
| 30D | -19.7% | -2.4% | -17.3% | -20.1% |
| 3M | -37.4% | -3.0% | -34.4% | -37.7% |
| 6M | -42.3% | -6.6% | -35.7% | -42.8% |
| YTD | -49.5% | +4.6% | -54.1% | -49.3% |
| 1Y | -54.7% | +1.2% | -55.9% | -54.6% |
| 3Y | +249.6% | +45.7% | +203.9% | +250.2% |
| 5Y | +268.1% | +40.3% | +227.8% | +268.8% |
| All | +262.9% | +46.1% | +216.8% | +260.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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