+310.9%
OKLO vs SRE
+30.8%
+280.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +7.7% | +1.5% | +6.3% | +7.1% |
| 30D | -4.3% | +0.8% | -5.1% | -5.1% |
| 3M | -24.6% | -5.8% | -18.8% | -23.1% |
| 6M | -31.1% | -7.8% | -23.3% | -29.3% |
| YTD | -40.7% | -2.4% | -38.3% | -41.2% |
| 1Y | -42.4% | +8.9% | -51.4% | -46.4% |
| All | +310.9% | +30.8% | +280.1% | +271.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling