-54.7%
OKLO vs TROW
+4.9%
-59.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.2% | -8.0% | -7.4% |
| 7D | -12.2% | -3.2% | -9.1% | -7.8% |
| 30D | -19.7% | -4.6% | -15.1% | -13.7% |
| 3M | -37.4% | -0.7% | -36.7% | -38.4% |
| 6M | -42.3% | +22.2% | -64.5% | -58.2% |
| YTD | -49.5% | +6.6% | -56.2% | -56.7% |
| 1Y | -54.7% | +5.8% | -60.5% | -61.5% |
| All | -54.7% | +4.9% | -59.6% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling