+313.5%
OKLO vs SRE
+48.5%
+265.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.8% |
| 7D | +2.8% | -0.3% | +3.1% | +2.8% |
| 30D | -4.0% | -0.7% | -3.3% | -4.1% |
| 3M | -36.9% | -6.3% | -30.6% | -36.1% |
| 6M | -37.1% | -10.7% | -26.5% | -35.4% |
| YTD | -42.5% | -3.5% | -39.0% | -42.5% |
| 1Y | -40.7% | +5.3% | -46.0% | -42.5% |
| 3Y | +299.1% | +31.8% | +267.3% | +276.6% |
| 5Y | +317.3% | +47.4% | +269.9% | +292.6% |
| All | +313.5% | +48.5% | +265.0% | +288.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling