+299.6%
OKLO vs XRT
-2.7%
+302.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.8% | -5.5% | -5.9% |
| 7D | +0.1% | -3.6% | +3.7% | +1.8% |
| 30D | -15.2% | -6.7% | -8.5% | -12.4% |
| 3M | -26.2% | -1.4% | -24.8% | -25.9% |
| 6M | -35.0% | +1.7% | -36.7% | -35.4% |
| YTD | -44.4% | -1.5% | -43.0% | -43.8% |
| 1Y | -45.9% | -2.5% | -43.5% | -45.1% |
| 3Y | +284.9% | +39.9% | +245.0% | +267.9% |
| 5Y | +305.3% | -2.6% | +307.9% | +290.7% |
| All | +299.6% | -2.7% | +302.3% | +285.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling