+339.7%
OKLO vs RCL
+234.0%
+105.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.0% |
| 7D | +12.4% | -0.5% | +12.9% | +12.5% |
| 30D | -10.6% | -17.3% | +6.8% | -5.9% |
| 3M | -26.5% | -2.8% | -23.8% | -26.2% |
| 6M | -25.6% | -4.4% | -21.3% | -24.7% |
| YTD | -39.6% | -4.2% | -35.5% | -39.3% |
| 1Y | -38.8% | -23.4% | -15.4% | -35.5% |
| 3Y | +318.1% | +179.4% | +138.7% | +286.7% |
| 5Y | +339.7% | +238.8% | +100.9% | +308.3% |
| All | +339.7% | +234.0% | +105.7% | +308.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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