+310.9%
OKLO vs RJF
+71.0%
+239.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | +7.7% | -0.3% | +8.0% | +7.8% |
| 30D | -4.3% | -2.0% | -2.3% | -2.9% |
| 3M | -24.6% | +16.3% | -41.0% | -36.8% |
| 6M | -31.1% | +16.9% | -48.0% | -42.5% |
| YTD | -40.7% | +10.4% | -51.1% | -47.3% |
| 1Y | -42.4% | +7.4% | -49.9% | -47.2% |
| All | +310.9% | +71.0% | +239.9% | +201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 3y: compounded portfolio wealth divided by compounded RJF 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…
3y analysis · Full analysis span regression · 6 months rolling