+139.7%
OKLO vs SPXU
-87.6%
+227.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -1.6% |
| 7D | +1.6% | -7.6% | +9.1% | -1.2% |
| 30D | -17.6% | +5.3% | -23.0% | -14.1% |
| 3M | -48.5% | +9.6% | -58.1% | -44.9% |
| 6M | -65.7% | -4.5% | -61.1% | -64.3% |
| YTD | -66.7% | -25.9% | -40.8% | -67.4% |
| 1Y | -76.5% | -28.9% | -47.6% | -77.1% |
| 3Y | +132.5% | -80.5% | +212.9% | +107.5% |
| 5Y | +142.8% | -83.4% | +226.2% | +118.2% |
| All | +139.7% | -87.6% | +227.3% | +112.7% |
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