+299.6%
OKLO vs DUK
+46.0%
+253.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -6.5% |
| 7D | +0.1% | -1.7% | +1.8% | -0.2% |
| 30D | -15.2% | -2.2% | -12.9% | -15.5% |
| 3M | -26.2% | -3.7% | -22.5% | -26.6% |
| 6M | -35.0% | -6.3% | -28.7% | -35.6% |
| YTD | -44.4% | +4.5% | -48.9% | -44.2% |
| 1Y | -45.9% | +1.8% | -47.7% | -45.8% |
| 3Y | +284.9% | +46.8% | +238.1% | +285.6% |
| 5Y | +305.3% | +40.2% | +265.0% | +306.1% |
| All | +299.6% | +46.0% | +253.6% | +296.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling