+262.9%
OKLO vs SPXU
-88.0%
+350.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -2.4% | -6.8% | -10.2% |
| 7D | -12.2% | +2.5% | -14.7% | -11.4% |
| 30D | -19.7% | +4.2% | -23.9% | -18.2% |
| 3M | -37.4% | -9.3% | -28.1% | -38.7% |
| 6M | -42.3% | -30.7% | -11.6% | -47.1% |
| YTD | -49.5% | -28.1% | -21.4% | -52.5% |
| 1Y | -54.7% | -35.2% | -19.5% | -57.9% |
| 3Y | +249.6% | -79.9% | +329.5% | +200.1% |
| 5Y | +268.1% | -86.4% | +354.5% | +217.1% |
| All | +262.9% | -88.0% | +350.9% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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