+114.5%
OKLO vs USB
+94.5%
+20.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.9% | -7.7% | -7.1% |
| 7D | -18.4% | +2.4% | -20.8% | -19.9% |
| 30D | -38.5% | +6.6% | -45.1% | -41.4% |
| 3M | -48.9% | -4.1% | -44.9% | -47.8% |
| 6M | -67.8% | +12.5% | -80.2% | -70.8% |
| YTD | -69.2% | +17.6% | -86.8% | -72.8% |
| 1Y | -80.3% | +36.5% | -116.8% | -84.3% |
| All | +114.5% | +94.5% | +20.0% | +47.6% |
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 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