+262.9%
OKLO vs SRE
+47.3%
+215.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.8% | -8.4% | -9.0% |
| 7D | -12.2% | -0.8% | -11.4% | -12.0% |
| 30D | -19.7% | -3.0% | -16.7% | -19.2% |
| 3M | -37.4% | -8.3% | -29.1% | -36.0% |
| 6M | -42.3% | -8.9% | -33.4% | -41.1% |
| YTD | -49.5% | -4.3% | -45.3% | -49.4% |
| 1Y | -54.7% | +2.7% | -57.4% | -55.7% |
| 3Y | +249.6% | +28.7% | +220.9% | +230.9% |
| 5Y | +268.1% | +47.1% | +220.9% | +247.0% |
| All | +262.9% | +47.3% | +215.6% | +241.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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