+326.6%
OKLO vs VNQ
+12.0%
+314.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.4% |
| 7D | +7.7% | -0.9% | +8.6% | +8.0% |
| 30D | -4.3% | -2.2% | -2.1% | -3.6% |
| 3M | -24.6% | -1.9% | -22.7% | -24.4% |
| 6M | -31.1% | +3.2% | -34.3% | -32.0% |
| YTD | -40.7% | +9.4% | -50.1% | -42.5% |
| 1Y | -42.4% | +7.5% | -50.0% | -44.0% |
| 3Y | +310.9% | +31.1% | +279.8% | +288.2% |
| 5Y | +332.6% | +6.6% | +326.1% | +309.2% |
| All | +326.6% | +12.0% | +314.6% | +298.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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