+313.5%
OKLO vs HRB
+151.1%
+162.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.0% | +7.6% | +2.8% |
| 7D | +2.8% | -5.7% | +8.5% | +1.6% |
| 30D | -4.0% | +7.9% | -11.9% | -2.1% |
| 3M | -36.9% | +32.1% | -69.0% | -32.6% |
| 6M | -37.1% | +62.2% | -99.4% | -29.7% |
| YTD | -42.5% | +16.4% | -58.9% | -39.1% |
| 1Y | -40.7% | -0.3% | -40.4% | -38.8% |
| 3Y | +299.1% | +36.0% | +263.1% | +332.3% |
| 5Y | +317.3% | +125.2% | +192.1% | +354.0% |
| All | +313.5% | +151.1% | +162.4% | +343.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling