+334.0%
OKLO vs TRI
+9.3%
+324.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.5% | +11.4% | +5.3% |
| 7D | +12.4% | -7.1% | +19.5% | +12.7% |
| 30D | -10.6% | -2.3% | -8.2% | -10.7% |
| 3M | -26.5% | +19.6% | -46.1% | -28.6% |
| 6M | -25.6% | -8.7% | -16.9% | -24.0% |
| YTD | -39.6% | -22.3% | -17.4% | -35.4% |
| 1Y | -38.8% | -40.7% | +1.9% | -28.6% |
| 3Y | +318.1% | -17.8% | +335.8% | +381.7% |
| 5Y | +339.7% | -8.5% | +348.2% | +411.0% |
| All | +334.0% | +9.3% | +324.7% | +390.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling