+326.6%
OKLO vs PBR
+544.4%
-217.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.7% |
| 7D | +7.7% | +0.3% | +7.4% | +7.7% |
| 30D | -4.3% | +17.5% | -21.8% | -5.0% |
| 3M | -24.6% | +20.9% | -45.5% | -25.4% |
| 6M | -31.1% | +20.2% | -51.3% | -32.1% |
| YTD | -40.7% | +84.3% | -125.0% | -43.4% |
| 1Y | -42.4% | +77.1% | -119.6% | -45.0% |
| 3Y | +310.9% | +100.8% | +210.1% | +290.8% |
| 5Y | +332.6% | +556.1% | -223.5% | +312.8% |
| All | +326.6% | +544.4% | -217.8% | +307.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 all: compounded portfolio wealth divided by compounded PBR 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…
all analysis · Full analysis span regression · 6 months rolling