+326.6%
OKLO vs URI
+251.4%
+75.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.2% |
| 7D | +7.7% | +5.0% | +2.7% | +5.9% |
| 30D | -4.3% | -9.4% | +5.1% | -0.9% |
| 3M | -24.6% | -5.8% | -18.8% | -23.2% |
| 6M | -31.1% | +25.8% | -56.9% | -37.2% |
| YTD | -40.7% | +27.9% | -68.6% | -46.1% |
| 1Y | -42.4% | +9.7% | -52.2% | -45.1% |
| 3Y | +310.9% | +128.0% | +182.9% | +258.0% |
| 5Y | +332.6% | +212.4% | +120.2% | +275.6% |
| All | +326.6% | +251.4% | +75.1% | +267.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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