+334.0%
OKLO vs SPXU
-88.1%
+422.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.2% | +5.6% |
| 7D | +12.4% | -1.5% | +13.9% | +11.7% |
| 30D | -10.6% | +3.7% | -14.3% | -9.0% |
| 3M | -26.5% | -9.6% | -17.0% | -28.0% |
| 6M | -25.6% | -32.4% | +6.7% | -32.4% |
| YTD | -39.6% | -28.7% | -11.0% | -43.4% |
| 1Y | -38.8% | -38.2% | -0.5% | -43.8% |
| 3Y | +318.1% | -80.4% | +398.5% | +257.7% |
| 5Y | +339.7% | -86.0% | +425.7% | +278.5% |
| All | +334.0% | -88.1% | +422.1% | +269.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling