+339.7%
OKLO vs RY
+140.3%
+199.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +5.5% |
| 7D | +12.4% | +2.7% | +9.7% | +10.0% |
| 30D | -10.6% | -1.0% | -9.6% | -10.0% |
| 3M | -26.5% | +7.6% | -34.2% | -30.7% |
| 6M | -25.6% | +29.5% | -55.1% | -38.3% |
| YTD | -39.6% | +24.2% | -63.8% | -48.4% |
| 1Y | -38.8% | +46.4% | -85.1% | -52.6% |
| 3Y | +318.1% | +159.4% | +158.6% | +181.7% |
| 5Y | +339.7% | +141.8% | +197.8% | +196.4% |
| All | +339.7% | +140.3% | +199.4% | +196.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling