+139.7%
OKLO vs USB
+38.9%
+100.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.0% | -2.4% |
| 7D | +1.6% | +2.6% | -1.0% | +0.8% |
| 30D | -17.6% | +8.4% | -26.0% | -19.7% |
| 3M | -48.5% | -5.5% | -43.0% | -47.6% |
| 6M | -65.7% | +17.7% | -83.4% | -67.5% |
| YTD | -66.7% | +17.6% | -84.2% | -68.3% |
| 1Y | -76.5% | +33.9% | -110.3% | -78.3% |
| 3Y | +132.5% | +103.8% | +28.6% | +105.3% |
| 5Y | +142.8% | +25.6% | +117.2% | +117.3% |
| All | +139.7% | +38.9% | +100.8% | +112.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling