+94.9%
OKLO vs USB
+22.2%
+72.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -2.1% | -11.1% | -12.5% |
| 7D | -28.4% | -1.5% | -26.9% | -28.0% |
| 30D | -50.2% | +4.3% | -54.5% | -50.9% |
| 3M | -55.3% | -6.1% | -49.3% | -54.5% |
| 6M | -71.9% | +9.4% | -81.3% | -72.8% |
| YTD | -73.2% | +15.2% | -88.4% | -74.4% |
| 1Y | -84.2% | +32.8% | -116.9% | -85.4% |
| 3Y | +86.4% | +91.3% | -4.9% | +64.6% |
| 5Y | +94.9% | +22.7% | +72.3% | +75.7% |
| All | +94.9% | +22.2% | +72.7% | +75.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling