+332.6%
OKLO vs UTHR
+140.7%
+191.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -2.0% |
| 7D | +7.7% | +3.0% | +4.7% | +7.2% |
| 30D | -4.3% | -4.3% | 0.0% | -3.7% |
| 3M | -24.6% | -8.4% | -16.3% | -23.7% |
| 6M | -31.1% | -4.2% | -26.9% | -30.6% |
| YTD | -40.7% | +4.0% | -44.7% | -41.1% |
| 1Y | -42.4% | +25.5% | -68.0% | -44.3% |
| 3Y | +310.9% | +125.1% | +185.8% | +284.1% |
| 5Y | +332.6% | +140.3% | +192.3% | +307.2% |
| All | +332.6% | +140.7% | +191.9% | +307.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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