+141.4%
OKLO vs WU
-43.8%
+185.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.5% | -2.2% |
| 7D | +1.6% | -2.0% | +3.6% | +1.6% |
| 30D | -17.6% | +11.4% | -29.0% | -18.4% |
| 3M | -48.5% | -6.8% | -41.7% | -48.3% |
| 6M | -65.7% | -14.6% | -51.0% | -65.5% |
| YTD | -66.7% | -20.6% | -46.0% | -66.3% |
| 1Y | -76.5% | -15.4% | -61.1% | -76.3% |
| 3Y | +132.5% | -23.6% | +156.1% | +132.1% |
| All | +141.4% | -43.8% | +185.2% | +140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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