+340.1%
OKLO vs RMD
-22.5%
+362.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.2% | +8.1% | +5.2% |
| 7D | +12.4% | -4.5% | +16.9% | +12.9% |
| 30D | -10.6% | +4.6% | -15.2% | -10.9% |
| 3M | -26.5% | +14.8% | -41.3% | -27.9% |
| 6M | -25.6% | -12.1% | -13.6% | -24.4% |
| YTD | -39.6% | -7.5% | -32.2% | -38.9% |
| 1Y | -38.8% | -20.1% | -18.7% | -37.1% |
| 3Y | +318.1% | +53.9% | +264.2% | +321.0% |
| All | +340.1% | -22.5% | +362.7% | +345.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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