+145.0%
OKLO vs RMD
+0.5%
+144.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.9% | -5.5% |
| 7D | +27.3% | +0.1% | +27.2% | +27.3% |
| 30D | -23.1% | +1.9% | -25.0% | -23.2% |
| 3M | -45.8% | +6.3% | -52.1% | -46.1% |
| 6M | -66.8% | +18.2% | -85.0% | -67.4% |
| YTD | -65.9% | +0.3% | -66.2% | -65.7% |
| 1Y | -78.0% | -4.3% | -73.7% | -77.8% |
| 3Y | +137.4% | +71.3% | +66.1% | +137.5% |
| 5Y | +148.2% | -1.8% | +150.0% | +147.8% |
| All | +145.0% | +0.5% | +144.5% | +149.9% |
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