+334.0%
OKLO vs RMBS
+283.8%
+50.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.3% | +4.2% |
| 7D | +12.4% | +3.0% | +9.5% | +11.1% |
| 30D | -10.6% | -14.4% | +3.9% | -4.5% |
| 3M | -26.5% | -42.8% | +16.3% | -8.2% |
| 6M | -25.6% | -1.4% | -24.3% | -26.0% |
| YTD | -39.6% | -5.4% | -34.2% | -39.7% |
| 1Y | -38.8% | +18.6% | -57.3% | -42.6% |
| 3Y | +318.1% | +57.3% | +260.8% | +258.9% |
| 5Y | +339.7% | +265.7% | +74.0% | +274.0% |
| All | +334.0% | +283.8% | +50.2% | +267.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMBS.
Daily Out/Under-Performance
Portfolio return minus RMBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMBS 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 all: compounded portfolio wealth divided by compounded RMBS 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…
all analysis · Full analysis span regression · 6 months rolling