+313.5%
OKLO vs RMD
-4.2%
+317.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.6% |
| 7D | +2.8% | -5.0% | +7.8% | +3.3% |
| 30D | -4.0% | +2.2% | -6.2% | -4.2% |
| 3M | -36.9% | +17.8% | -54.7% | -38.2% |
| 6M | -37.1% | -11.3% | -25.8% | -36.1% |
| YTD | -42.5% | -4.4% | -38.1% | -41.9% |
| 1Y | -40.7% | -15.7% | -25.0% | -39.4% |
| 3Y | +299.1% | +47.7% | +251.4% | +301.1% |
| 5Y | +317.3% | -19.2% | +336.5% | +315.1% |
| All | +313.5% | -4.2% | +317.8% | +323.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling