+159.1%
OKLO vs MUB
+3.0%
+156.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +2.7% |
| 7D | +16.9% | +0.4% | +16.5% | +16.3% |
| 30D | -19.7% | +3.9% | -23.6% | -23.7% |
| 3M | -45.0% | -0.2% | -44.8% | -44.7% |
| 6M | -66.9% | -0.4% | -66.5% | -66.6% |
| YTD | -64.0% | +0.5% | -64.5% | -63.8% |
| 1Y | -75.2% | +0.7% | -75.9% | -75.1% |
| 3Y | +151.1% | +11.1% | +140.0% | +140.5% |
| 5Y | +162.8% | +3.7% | +159.1% | +149.2% |
| All | +159.1% | +3.0% | +156.1% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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