+332.6%
OKLO vs RGEN
-44.3%
+376.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.4% |
| 7D | +7.7% | -4.6% | +12.3% | +8.4% |
| 30D | -4.3% | +1.2% | -5.5% | -4.4% |
| 3M | -24.6% | +26.8% | -51.5% | -27.2% |
| 6M | -31.1% | +29.1% | -60.2% | -34.0% |
| YTD | -40.7% | +0.7% | -41.4% | -41.3% |
| 1Y | -42.4% | +39.1% | -81.5% | -45.0% |
| 3Y | +310.9% | +2.2% | +308.7% | +295.2% |
| 5Y | +332.6% | -44.0% | +376.6% | +313.8% |
| All | +332.6% | -44.3% | +376.9% | +313.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling