+299.6%
OKLO vs EMR
+72.5%
+227.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.3% | -5.0% | -5.4% |
| 7D | +0.1% | -1.2% | +1.3% | +1.1% |
| 30D | -15.2% | -9.4% | -5.7% | -9.0% |
| 3M | -26.2% | +8.6% | -34.8% | -30.4% |
| 6M | -35.0% | +6.7% | -41.7% | -37.2% |
| YTD | -44.4% | +13.1% | -57.5% | -47.6% |
| 1Y | -45.9% | +12.7% | -58.7% | -48.7% |
| 3Y | +284.9% | +58.1% | +226.9% | +235.3% |
| 5Y | +305.3% | +63.6% | +241.6% | +254.4% |
| All | +299.6% | +72.5% | +227.1% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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