+151.3%
OKLO vs MUB
+11.3%
+140.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +2.4% |
| 7D | +16.9% | +0.4% | +16.5% | +15.8% |
| 30D | -19.7% | +3.9% | -23.6% | -27.0% |
| 3M | -45.0% | -0.2% | -44.8% | -44.3% |
| 6M | -66.9% | -0.4% | -66.5% | -66.2% |
| YTD | -64.0% | +0.5% | -64.5% | -63.6% |
| 1Y | -75.2% | +0.7% | -75.9% | -75.0% |
| All | +151.3% | +11.3% | +140.1% | +126.0% |
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 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