+168.9%
OKLO vs PRU
+59.9%
+109.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +2.4% | +11.6% | +13.2% |
| 7D | +14.1% | +3.2% | +10.9% | +12.8% |
| 30D | -22.7% | +7.9% | -30.6% | -24.8% |
| 3M | -44.6% | +1.8% | -46.4% | -45.1% |
| 6M | -63.0% | +24.1% | -87.1% | -65.9% |
| YTD | -62.6% | +12.4% | -75.0% | -64.5% |
| 1Y | -76.2% | +20.9% | -97.1% | -77.8% |
| 3Y | +160.8% | +55.5% | +105.4% | +140.6% |
| 5Y | +172.5% | +42.7% | +129.8% | +151.4% |
| All | +168.9% | +59.9% | +109.1% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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