+318.1%
OKLO vs MUB
+8.8%
+309.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +5.0% | +5.0% |
| 7D | +12.4% | -0.3% | +12.7% | +13.1% |
| 30D | -10.6% | -1.5% | -9.0% | -7.3% |
| 3M | -26.5% | -1.9% | -24.6% | -23.1% |
| 6M | -25.6% | -1.7% | -23.9% | -22.3% |
| YTD | -39.6% | -0.8% | -38.9% | -37.6% |
| 1Y | -38.8% | +1.5% | -40.2% | -38.3% |
| 3Y | +318.1% | +8.8% | +309.3% | +294.9% |
| All | +318.1% | +8.8% | +309.3% | +294.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling