+318.1%
OKLO vs IAU
+125.1%
+192.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.7% | +6.7% | +6.6% |
| 7D | +12.4% | +0.7% | +11.7% | +11.4% |
| 30D | -10.6% | +0.3% | -10.9% | -11.0% |
| 3M | -26.5% | +0.7% | -27.2% | -26.8% |
| 6M | -25.6% | -15.5% | -10.2% | -13.1% |
| YTD | -39.6% | +1.0% | -40.6% | -38.3% |
| 1Y | -38.8% | +19.6% | -58.3% | -43.6% |
| 3Y | +318.1% | +125.4% | +192.6% | +158.6% |
| All | +318.1% | +125.1% | +192.9% | +158.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling