+270.7%
OKLO vs TRI
-10.0%
+280.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.7% | -10.9% | -9.3% |
| 7D | -12.2% | -7.9% | -4.4% | -11.9% |
| 30D | -19.7% | -4.5% | -15.2% | -19.8% |
| 3M | -37.4% | +22.1% | -59.5% | -39.4% |
| 6M | -42.3% | -2.8% | -39.5% | -42.1% |
| YTD | -49.5% | -23.4% | -26.1% | -45.8% |
| 1Y | -54.7% | -41.5% | -13.2% | -46.9% |
| 3Y | +249.6% | -19.2% | +268.8% | +306.1% |
| All | +270.7% | -10.0% | +280.7% | +336.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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