+326.6%
OKLO vs XLRE
+13.8%
+312.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | +7.7% | -0.7% | +8.4% | +7.9% |
| 30D | -4.3% | -2.2% | -2.1% | -3.7% |
| 3M | -24.6% | -2.6% | -22.0% | -24.3% |
| 6M | -31.1% | +2.6% | -33.7% | -31.8% |
| YTD | -40.7% | +9.3% | -49.9% | -42.3% |
| 1Y | -42.4% | +7.2% | -49.7% | -43.8% |
| 3Y | +310.9% | +31.3% | +279.6% | +290.8% |
| 5Y | +332.6% | +8.1% | +324.5% | +311.4% |
| All | +326.6% | +13.8% | +312.7% | +301.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling