+313.5%
OKLO vs XHB
+48.2%
+265.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.3% |
| 7D | +2.8% | -1.3% | +4.1% | +3.3% |
| 30D | -4.0% | -6.9% | +2.9% | -1.4% |
| 3M | -36.9% | -1.3% | -35.6% | -36.5% |
| 6M | -37.1% | -6.8% | -30.3% | -35.7% |
| YTD | -42.5% | +0.7% | -43.2% | -42.2% |
| 1Y | -40.7% | -11.2% | -29.5% | -39.0% |
| 3Y | +299.1% | +25.3% | +273.8% | +295.8% |
| 5Y | +317.3% | +37.3% | +280.0% | +314.3% |
| All | +313.5% | +48.2% | +265.3% | +306.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling