+339.7%
OKLO vs IR
+46.5%
+293.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.6% | +6.6% | +5.6% |
| 7D | +12.4% | +0.6% | +11.8% | +12.1% |
| 30D | -10.6% | -13.6% | +3.1% | -4.9% |
| 3M | -26.5% | +3.7% | -30.2% | -28.4% |
| 6M | -25.6% | -13.1% | -12.6% | -21.7% |
| YTD | -39.6% | -5.1% | -34.5% | -38.4% |
| 1Y | -38.8% | -6.5% | -32.3% | -37.1% |
| 3Y | +318.1% | +8.5% | +309.5% | +339.4% |
| 5Y | +339.7% | +43.3% | +296.4% | +364.8% |
| All | +339.7% | +46.5% | +293.2% | +364.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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