+270.7%
OKLO vs KKR
+64.7%
+206.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.2% | -9.4% | -9.3% |
| 7D | -12.2% | -6.2% | -6.1% | -9.5% |
| 30D | -19.7% | -8.9% | -10.9% | -16.1% |
| 3M | -37.4% | +6.3% | -43.7% | -39.3% |
| 6M | -42.3% | +16.5% | -58.7% | -46.2% |
| YTD | -49.5% | -20.3% | -29.3% | -44.3% |
| 1Y | -54.7% | -29.8% | -24.9% | -47.1% |
| 3Y | +249.6% | +63.2% | +186.4% | +284.3% |
| All | +270.7% | +64.7% | +206.0% | +310.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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