+262.9%
OKLO vs TRU
-29.0%
+291.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.0% | -10.2% | -9.4% |
| 7D | -12.2% | -2.7% | -9.5% | -11.7% |
| 30D | -19.7% | -2.0% | -17.7% | -19.5% |
| 3M | -37.4% | +18.4% | -55.8% | -41.1% |
| 6M | -42.3% | +8.9% | -51.1% | -44.4% |
| YTD | -49.5% | -8.9% | -40.6% | -49.2% |
| 1Y | -54.7% | -15.9% | -38.8% | -53.7% |
| 3Y | +249.6% | -1.1% | +250.7% | +244.5% |
| 5Y | +268.1% | -35.2% | +303.3% | +269.7% |
| All | +262.9% | -29.0% | +291.9% | +258.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling