+339.7%
OKLO vs IAU
+139.7%
+200.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.7% | +6.7% | +6.3% |
| 7D | +12.4% | +0.7% | +11.7% | +11.6% |
| 30D | -10.6% | +0.3% | -10.9% | -10.8% |
| 3M | -26.5% | +0.7% | -27.2% | -26.7% |
| 6M | -25.6% | -15.5% | -10.2% | -16.5% |
| YTD | -39.6% | +1.0% | -40.6% | -37.8% |
| 1Y | -38.8% | +19.6% | -58.3% | -40.7% |
| 3Y | +318.1% | +125.4% | +192.6% | +243.0% |
| 5Y | +339.7% | +140.7% | +198.9% | +262.8% |
| All | +339.7% | +139.7% | +200.0% | +262.8% |
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