+316.9%
OKLO vs USB
+40.0%
+276.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.8% | +3.7% |
| 7D | +2.8% | +1.4% | +1.4% | +2.4% |
| 30D | -4.0% | -1.3% | -2.7% | -3.7% |
| 3M | -36.9% | +15.2% | -52.1% | -40.0% |
| 6M | -37.1% | +18.8% | -56.0% | -40.6% |
| YTD | -42.5% | +21.0% | -63.5% | -45.8% |
| 1Y | -40.7% | +34.0% | -74.7% | -45.6% |
| 3Y | +299.1% | +95.3% | +203.8% | +248.7% |
| All | +316.9% | +40.0% | +276.8% | +267.2% |
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