-40.7%
OKLO vs RY
+46.1%
-86.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +5.0% |
| 7D | +2.8% | +3.1% | -0.3% | -3.4% |
| 30D | -4.0% | -0.3% | -3.7% | -4.0% |
| 3M | -36.9% | +8.7% | -45.5% | -49.1% |
| 6M | -37.1% | +28.5% | -65.7% | -65.2% |
| YTD | -42.5% | +25.1% | -67.6% | -66.6% |
| 1Y | -40.7% | +46.3% | -87.0% | -77.6% |
| All | -40.7% | +46.1% | -86.8% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling