+305.3%
OKLO vs XHB
+30.4%
+274.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.3% | -4.0% | -5.5% |
| 7D | +0.1% | -5.2% | +5.3% | +2.0% |
| 30D | -15.2% | -12.1% | -3.0% | -11.2% |
| 3M | -26.2% | -6.2% | -20.0% | -24.3% |
| 6M | -35.0% | -6.7% | -28.3% | -33.0% |
| YTD | -44.4% | -5.5% | -39.0% | -42.9% |
| 1Y | -45.9% | -15.6% | -30.3% | -43.2% |
| 3Y | +284.9% | +22.0% | +262.9% | +290.4% |
| 5Y | +305.3% | +31.8% | +273.5% | +312.2% |
| All | +305.3% | +30.4% | +274.9% | +312.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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