+139.7%
OKLO vs URI
+284.8%
-145.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.7% |
| 7D | +1.6% | +6.7% | -5.2% | -0.7% |
| 30D | -17.6% | +8.9% | -26.5% | -19.7% |
| 3M | -48.5% | +0.5% | -49.0% | -48.4% |
| 6M | -65.7% | +20.7% | -86.3% | -67.9% |
| YTD | -66.7% | +40.0% | -106.7% | -70.5% |
| 1Y | -76.5% | +34.4% | -110.9% | -78.9% |
| 3Y | +132.5% | +149.5% | -17.0% | +97.1% |
| 5Y | +142.8% | +205.6% | -62.7% | +105.7% |
| All | +139.7% | +284.8% | -145.1% | +100.8% |
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