+148.2%
OKLO vs RIO
+89.6%
+58.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.0% | -3.5% | -4.5% |
| 7D | +27.3% | +0.1% | +27.2% | +27.7% |
| 30D | -23.1% | -10.5% | -12.6% | -18.7% |
| 3M | -45.8% | -15.9% | -29.9% | -40.9% |
| 6M | -66.8% | -22.3% | -44.5% | -62.4% |
| YTD | -65.9% | +9.3% | -75.2% | -64.9% |
| 1Y | -78.0% | +23.0% | -101.0% | -78.0% |
| 3Y | +137.4% | +52.1% | +85.3% | +127.6% |
| 5Y | +148.2% | +88.9% | +59.4% | +133.3% |
| All | +148.2% | +89.6% | +58.7% | +133.3% |
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