+334.0%
OKLO vs TRU
-29.1%
+363.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.8% | +7.7% | +5.7% |
| 7D | +12.4% | -7.2% | +19.6% | +14.4% |
| 30D | -10.6% | -2.8% | -7.7% | -10.1% |
| 3M | -26.5% | +13.0% | -39.5% | -29.9% |
| 6M | -25.6% | +0.7% | -26.3% | -26.8% |
| YTD | -39.6% | -9.0% | -30.6% | -39.2% |
| 1Y | -38.8% | -16.3% | -22.4% | -37.3% |
| 3Y | +318.1% | -1.1% | +319.1% | +312.1% |
| 5Y | +339.7% | -36.0% | +375.7% | +342.6% |
| All | +334.0% | -29.1% | +363.0% | +328.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling