+332.6%
OKLO vs UL
+19.6%
+313.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -1.8% |
| 7D | +7.7% | -3.2% | +10.9% | +7.5% |
| 30D | -4.3% | -0.6% | -3.7% | -4.4% |
| 3M | -24.6% | +9.4% | -34.1% | -24.2% |
| 6M | -31.1% | -4.1% | -27.0% | -31.3% |
| YTD | -40.7% | -2.0% | -38.7% | -40.9% |
| 1Y | -42.4% | -9.0% | -33.5% | -42.6% |
| 3Y | +310.9% | +21.8% | +289.1% | +310.0% |
| 5Y | +332.6% | +20.6% | +312.0% | +330.2% |
| All | +332.6% | +19.6% | +313.0% | +330.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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