+253.0%
OKLO vs KVUE
-20.4%
+273.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.1% | -9.1% | -9.2% |
| 7D | -12.2% | -5.1% | -7.1% | -12.0% |
| 30D | -19.7% | -6.3% | -13.4% | -19.5% |
| 3M | -37.4% | -0.5% | -36.9% | -37.5% |
| 6M | -42.3% | +3.1% | -45.4% | -42.6% |
| YTD | -49.5% | +6.7% | -56.2% | -50.0% |
| 1Y | -54.7% | -1.1% | -53.6% | -54.4% |
| 3Y | +249.6% | -8.7% | +258.4% | +252.9% |
| All | +253.0% | -20.4% | +273.5% | +255.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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