+262.9%
OKLO vs RGEN
-18.2%
+281.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.3% | -9.5% | -9.2% |
| 7D | -12.2% | -1.4% | -10.8% | -12.1% |
| 30D | -19.7% | -0.3% | -19.4% | -19.7% |
| 3M | -37.4% | +23.9% | -61.3% | -39.3% |
| 6M | -42.3% | +38.5% | -80.8% | -45.2% |
| YTD | -49.5% | +0.8% | -50.3% | -50.0% |
| 1Y | -54.7% | +38.2% | -92.9% | -56.6% |
| 3Y | +249.6% | +1.3% | +248.3% | +236.4% |
| 5Y | +268.1% | -44.0% | +312.1% | +252.5% |
| All | +262.9% | -18.2% | +281.2% | +244.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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