+168.9%
OKLO vs RY
+145.4%
+23.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +1.5% | +12.5% | +12.8% |
| 7D | +14.1% | -0.2% | +14.3% | +14.3% |
| 30D | -22.7% | +7.1% | -29.7% | -26.7% |
| 3M | -44.6% | -2.7% | -41.9% | -43.4% |
| 6M | -63.0% | +13.8% | -76.7% | -66.4% |
| YTD | -62.6% | +22.1% | -84.7% | -67.5% |
| 1Y | -76.2% | +43.1% | -119.2% | -81.2% |
| 3Y | +160.8% | +163.6% | -2.8% | +79.4% |
| 5Y | +172.5% | +126.2% | +46.3% | +87.7% |
| All | +168.9% | +145.4% | +23.5% | +83.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling