+305.3%
OKLO vs TRV
+154.6%
+150.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.5% | -6.9% | -6.3% |
| 7D | +0.1% | -1.5% | +1.6% | 0.0% |
| 30D | -15.2% | -1.8% | -13.4% | -15.2% |
| 3M | -26.2% | +21.6% | -47.8% | -26.1% |
| 6M | -35.0% | +22.5% | -57.5% | -34.9% |
| YTD | -44.4% | +28.1% | -72.6% | -44.4% |
| 1Y | -45.9% | +37.0% | -83.0% | -46.2% |
| 3Y | +284.9% | +141.9% | +143.1% | +271.4% |
| 5Y | +305.3% | +158.5% | +146.8% | +289.4% |
| All | +305.3% | +154.6% | +150.6% | +289.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling