+334.0%
OKLO vs VEU
+62.0%
+271.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +5.4% |
| 7D | +12.4% | +1.7% | +10.7% | +10.1% |
| 30D | -10.6% | +1.0% | -11.5% | -11.3% |
| 3M | -26.5% | +5.6% | -32.1% | -30.1% |
| 6M | -25.6% | +13.7% | -39.3% | -32.8% |
| YTD | -39.6% | +17.7% | -57.4% | -46.8% |
| 1Y | -38.8% | +25.8% | -64.5% | -48.6% |
| 3Y | +318.1% | +77.1% | +240.9% | +208.3% |
| 5Y | +339.7% | +57.1% | +282.6% | +226.8% |
| All | +334.0% | +62.0% | +271.9% | +220.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 all: compounded portfolio wealth divided by compounded VEU 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…
all analysis · Full analysis span regression · 6 months rolling