+158.1%
OKLO vs MSFU
+95.0%
+63.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.3% | -2.2% | -5.0% |
| 7D | +6.8% | +4.0% | +2.8% | +5.1% |
| 30D | -27.7% | -2.3% | -25.4% | -27.2% |
| 3M | -43.6% | +7.1% | -50.7% | -45.3% |
| 6M | -65.4% | +48.9% | -114.3% | -70.9% |
| YTD | -65.0% | +2.4% | -67.5% | -67.0% |
| 1Y | -77.5% | -8.1% | -69.4% | -77.9% |
| 3Y | +143.6% | +25.2% | +118.4% | +113.8% |
| All | +158.1% | +95.0% | +63.1% | +125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 10y: compounded portfolio wealth divided by compounded MSFU 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…
10y analysis · Full analysis span regression · 6 months rolling