+313.5%
OKLO vs URI
+245.0%
+68.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.0% |
| 7D | +2.8% | -2.0% | +4.8% | +3.6% |
| 30D | -4.0% | -12.9% | +8.9% | +0.9% |
| 3M | -36.9% | -6.7% | -30.2% | -35.4% |
| 6M | -37.1% | +19.0% | -56.1% | -41.5% |
| YTD | -42.5% | +25.5% | -68.0% | -47.4% |
| 1Y | -40.7% | +5.5% | -46.3% | -42.7% |
| 3Y | +299.1% | +111.3% | +187.8% | +250.2% |
| 5Y | +317.3% | +198.6% | +118.7% | +265.1% |
| All | +313.5% | +245.0% | +68.6% | +258.4% |
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