+338.0%
OKLO vs MSFU
+70.7%
+267.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.4% |
| 7D | +7.7% | -2.3% | +10.1% | +8.4% |
| 30D | -4.3% | -6.3% | +1.9% | -2.6% |
| 3M | -24.6% | +40.0% | -64.6% | -34.6% |
| 6M | -31.1% | +30.1% | -61.2% | -40.1% |
| YTD | -40.7% | -10.3% | -30.3% | -41.2% |
| 1Y | -42.4% | -19.0% | -23.4% | -40.6% |
| 3Y | +310.9% | +25.8% | +285.1% | +278.3% |
| All | +338.0% | +70.7% | +267.3% | +302.0% |
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