-35.0%
OKLO vs XLRE
+2.0%
-37.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.8% | -5.5% | -5.9% |
| 7D | +0.1% | -2.7% | +2.8% | +1.5% |
| 30D | -15.2% | -2.3% | -12.8% | -14.1% |
| 3M | -26.2% | -3.5% | -22.7% | -26.1% |
| 6M | -35.0% | +1.9% | -36.9% | -40.4% |
| All | -35.0% | +2.0% | -37.1% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 6mo: compounded portfolio wealth divided by compounded XLRE 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…
6mo analysis · Full analysis span regression · 6 months rolling