+305.3%
OKLO vs RJF
+101.5%
+203.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.1% | -5.2% | -5.8% |
| 7D | +0.1% | -4.2% | +4.3% | +2.2% |
| 30D | -15.2% | -3.6% | -11.6% | -13.8% |
| 3M | -26.2% | +15.6% | -41.8% | -32.1% |
| 6M | -35.0% | +17.6% | -52.6% | -40.6% |
| YTD | -44.4% | +9.2% | -53.6% | -47.0% |
| 1Y | -45.9% | +5.5% | -51.4% | -47.5% |
| 3Y | +284.9% | +70.3% | +214.6% | +246.3% |
| 5Y | +305.3% | +106.0% | +199.3% | +265.2% |
| All | +305.3% | +101.5% | +203.8% | +265.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling