+270.7%
OKLO vs RRX
+17.8%
+252.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +3.7% | -12.9% | -10.8% |
| 7D | -12.2% | -0.3% | -11.9% | -12.2% |
| 30D | -19.7% | -6.1% | -13.6% | -17.7% |
| 3M | -37.4% | -23.1% | -14.4% | -30.8% |
| 6M | -42.3% | -19.5% | -22.8% | -36.9% |
| YTD | -49.5% | +16.1% | -65.6% | -52.5% |
| 1Y | -54.7% | +12.9% | -67.6% | -56.9% |
| 3Y | +249.6% | +7.9% | +241.7% | +228.1% |
| All | +270.7% | +17.8% | +252.9% | +247.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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