+249.6%
OKLO vs TRV
+146.6%
+103.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +2.1% | -11.3% | -9.0% |
| 7D | -12.2% | +1.9% | -14.2% | -12.0% |
| 30D | -19.7% | +1.7% | -21.5% | -19.5% |
| 3M | -37.4% | +23.9% | -61.3% | -36.9% |
| 6M | -42.3% | +26.3% | -68.6% | -41.8% |
| YTD | -49.5% | +30.8% | -80.3% | -49.1% |
| 1Y | -54.7% | +36.3% | -91.0% | -54.5% |
| 3Y | +249.6% | +145.0% | +104.6% | +225.9% |
| All | +249.6% | +146.6% | +103.0% | +225.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 3y: compounded portfolio wealth divided by compounded TRV 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…
3y analysis · Full analysis span regression · 6 months rolling