+136.0%
OKLO vs URI
+260.6%
-124.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | +1.1% | +21.5% | +22.2% |
| 7D | -6.7% | -9.8% | +3.1% | -2.7% |
| 30D | -36.0% | +1.7% | -37.8% | -36.1% |
| 3M | -44.2% | -9.1% | -35.1% | -42.0% |
| 6M | -70.4% | +9.9% | -80.3% | -71.4% |
| YTD | -67.2% | +31.2% | -98.4% | -70.3% |
| 1Y | -77.9% | +25.9% | -103.9% | -79.7% |
| 3Y | +128.4% | +147.4% | -19.0% | +98.0% |
| 5Y | +139.1% | +179.7% | -40.7% | +107.2% |
| All | +136.0% | +260.6% | -124.6% | +102.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling