+128.4%
OKLO vs USB
+89.5%
+38.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -0.5% | +23.2% | +23.0% |
| 7D | -6.7% | 0.0% | -6.7% | -6.8% |
| 30D | -36.0% | +5.8% | -41.9% | -38.7% |
| 3M | -44.2% | -6.0% | -38.2% | -42.0% |
| 6M | -70.4% | +7.8% | -78.2% | -72.4% |
| YTD | -67.2% | +14.6% | -81.8% | -70.5% |
| 1Y | -77.9% | +31.8% | -109.7% | -81.9% |
| 3Y | +128.4% | +91.5% | +36.9% | +60.3% |
| All | +128.4% | +89.5% | +38.9% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling