+340.1%
OKLO vs EMR
+62.6%
+277.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.4% | +5.3% |
| 7D | +12.4% | +3.1% | +9.3% | +10.0% |
| 30D | -10.6% | -3.5% | -7.0% | -8.2% |
| 3M | -26.5% | +9.8% | -36.3% | -31.4% |
| 6M | -25.6% | +10.8% | -36.4% | -30.0% |
| YTD | -39.6% | +15.9% | -55.6% | -44.3% |
| 1Y | -38.8% | +16.4% | -55.2% | -43.2% |
| 3Y | +318.1% | +62.1% | +256.0% | +256.4% |
| All | +340.1% | +62.6% | +277.6% | +275.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling