+141.4%
OKLO vs HRB
+140.6%
+0.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.7% | -2.5% |
| 7D | +1.6% | -5.1% | +6.7% | +0.4% |
| 30D | -17.6% | +8.7% | -26.3% | -15.8% |
| 3M | -48.5% | -5.4% | -43.1% | -48.7% |
| 6M | -65.7% | +41.6% | -107.2% | -62.4% |
| YTD | -66.7% | +18.7% | -85.3% | -64.2% |
| 1Y | -76.5% | +16.4% | -92.9% | -74.8% |
| 3Y | +132.5% | +22.0% | +110.5% | +155.1% |
| All | +141.4% | +140.6% | +0.7% | +164.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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