+168.9%
OKLO vs URI
+285.4%
-116.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +6.9% | +7.1% | +11.3% |
| 7D | +14.1% | -4.0% | +18.1% | +16.4% |
| 30D | -22.7% | +6.8% | -29.4% | -24.0% |
| 3M | -44.6% | -2.8% | -41.8% | -43.7% |
| 6M | -63.0% | +20.9% | -83.8% | -65.5% |
| YTD | -62.6% | +40.2% | -102.8% | -67.0% |
| 1Y | -76.2% | +34.1% | -110.3% | -78.6% |
| 3Y | +160.8% | +164.1% | -3.3% | +120.8% |
| 5Y | +172.5% | +199.3% | -26.9% | +130.6% |
| All | +168.9% | +285.4% | -116.4% | +125.0% |
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