+141.4%
OKLO vs SRE
+51.3%
+90.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.4% |
| 7D | +1.6% | +1.8% | -0.2% | +1.0% |
| 30D | -17.6% | -3.0% | -14.6% | -16.8% |
| 3M | -48.5% | -7.3% | -41.3% | -47.4% |
| 6M | -65.7% | -11.9% | -53.8% | -64.4% |
| YTD | -66.7% | -7.9% | -58.8% | -66.1% |
| 1Y | -76.5% | -11.1% | -65.3% | -75.8% |
| 3Y | +132.5% | +24.8% | +107.7% | +122.1% |
| All | +141.4% | +51.3% | +90.0% | +125.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling