+299.6%
OKLO vs IAU
+135.2%
+164.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.7% | -4.6% | -5.0% |
| 7D | +0.1% | -3.4% | +3.5% | +2.6% |
| 30D | -15.2% | -1.1% | -14.1% | -14.4% |
| 3M | -26.2% | +5.8% | -32.0% | -28.8% |
| 6M | -35.0% | -16.9% | -18.1% | -26.3% |
| YTD | -44.4% | +0.1% | -44.5% | -42.3% |
| 1Y | -45.9% | +18.4% | -64.3% | -47.2% |
| 3Y | +284.9% | +123.6% | +161.4% | +219.4% |
| 5Y | +305.3% | +138.7% | +166.5% | +236.9% |
| All | +299.6% | +135.2% | +164.4% | +232.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IAU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling