+332.6%
OKLO vs RIO
+101.7%
+230.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +7.7% | +1.0% | +6.8% | +7.3% |
| 30D | -4.3% | +4.0% | -8.3% | -5.8% |
| 3M | -24.6% | +4.5% | -29.2% | -25.9% |
| 6M | -31.1% | +17.3% | -48.4% | -33.6% |
| YTD | -40.7% | +36.2% | -76.9% | -44.8% |
| 1Y | -42.4% | +76.1% | -118.6% | -49.4% |
| 3Y | +310.9% | +102.5% | +208.4% | +257.0% |
| 5Y | +332.6% | +103.5% | +229.1% | +274.6% |
| All | +332.6% | +101.7% | +230.9% | +274.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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