+305.3%
OKLO vs HRB
+109.9%
+195.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -6.4% |
| 7D | +0.1% | -12.2% | +12.3% | -2.5% |
| 30D | -15.2% | -3.0% | -12.2% | -15.3% |
| 3M | -26.2% | +21.7% | -47.9% | -22.4% |
| 6M | -35.0% | +52.3% | -87.3% | -28.3% |
| YTD | -44.4% | +6.5% | -50.9% | -42.1% |
| 1Y | -45.9% | -6.7% | -39.2% | -45.0% |
| 3Y | +284.9% | +25.1% | +259.8% | +310.4% |
| 5Y | +305.3% | +113.8% | +191.5% | +333.8% |
| All | +305.3% | +109.9% | +195.4% | +333.8% |
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