+270.7%
OKLO vs NRG
+194.8%
+75.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.6% | -10.8% | -10.2% |
| 7D | -12.2% | -4.7% | -7.6% | -9.5% |
| 30D | -19.7% | -6.0% | -13.8% | -16.8% |
| 3M | -37.4% | -8.0% | -29.4% | -36.0% |
| 6M | -42.3% | -23.2% | -19.1% | -33.7% |
| YTD | -49.5% | -28.1% | -21.5% | -40.1% |
| 1Y | -54.7% | -27.3% | -27.4% | -45.1% |
| 3Y | +249.6% | +208.7% | +41.0% | +196.6% |
| All | +270.7% | +194.8% | +75.9% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 5y: compounded portfolio wealth divided by compounded NRG 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…
5y analysis · Full analysis span regression · 6 months rolling