+151.4%
OKLO vs USB
+38.4%
+113.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.3% | -6.2% | -6.4% |
| 7D | +6.8% | +1.4% | +5.4% | +6.5% |
| 30D | -27.7% | +6.4% | -34.1% | -29.1% |
| 3M | -43.6% | -4.5% | -39.1% | -42.9% |
| 6M | -65.4% | +11.4% | -76.8% | -66.7% |
| YTD | -65.0% | +17.1% | -82.1% | -66.7% |
| 1Y | -77.5% | +32.6% | -110.1% | -79.2% |
| 3Y | +143.6% | +101.8% | +41.8% | +115.4% |
| 5Y | +154.7% | +25.1% | +129.6% | +128.2% |
| All | +151.4% | +38.4% | +113.0% | +123.3% |
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