+162.8%
OKLO vs IAU
+111.4%
+51.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +4.0% |
| 7D | +16.9% | -2.0% | +18.9% | +18.7% |
| 30D | -19.7% | -4.4% | -15.3% | -16.8% |
| 3M | -45.0% | -8.9% | -36.1% | -40.8% |
| 6M | -66.9% | -15.9% | -51.0% | -62.1% |
| YTD | -64.0% | -7.8% | -56.2% | -60.1% |
| 1Y | -75.2% | -3.8% | -71.4% | -73.1% |
| 3Y | +151.1% | +104.3% | +46.7% | +117.9% |
| 5Y | +162.8% | +111.2% | +51.6% | +127.6% |
| All | +162.8% | +111.4% | +51.4% | +127.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling