+332.6%
OKLO vs WU
-51.4%
+384.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.6% |
| 7D | +7.7% | -4.9% | +12.6% | +8.1% |
| 30D | -4.3% | -1.3% | -3.0% | -4.2% |
| 3M | -24.6% | -3.6% | -21.1% | -24.8% |
| 6M | -31.1% | -24.3% | -6.8% | -30.3% |
| YTD | -40.7% | -21.1% | -19.6% | -40.1% |
| 1Y | -42.4% | -10.3% | -32.1% | -42.3% |
| 3Y | +310.9% | -28.4% | +339.3% | +310.4% |
| 5Y | +332.6% | -51.2% | +383.8% | +327.9% |
| All | +332.6% | -51.4% | +384.0% | +327.9% |
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