-40.7%
OKLO vs USB
+35.1%
-75.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.8% | +3.8% |
| 7D | +2.8% | +1.4% | +1.4% | +1.5% |
| 30D | -4.0% | -1.3% | -2.7% | -3.2% |
| 3M | -36.9% | +15.2% | -52.1% | -46.5% |
| 6M | -37.1% | +18.8% | -56.0% | -48.3% |
| YTD | -42.5% | +21.0% | -63.5% | -53.2% |
| 1Y | -40.7% | +34.0% | -74.7% | -55.0% |
| All | -40.7% | +35.1% | -75.9% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 1y: compounded portfolio wealth divided by compounded USB 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…
1y analysis · Full analysis span regression · 6 months rolling