+139.7%
OKLO vs XRT
+6.2%
+133.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.4% |
| 7D | +1.6% | +1.7% | -0.2% | +1.0% |
| 30D | -17.6% | +7.5% | -25.1% | -20.5% |
| 3M | -48.5% | +2.2% | -50.7% | -49.2% |
| 6M | -65.7% | +14.7% | -80.3% | -67.9% |
| YTD | -66.7% | +7.5% | -74.2% | -67.7% |
| 1Y | -76.5% | +14.1% | -90.6% | -77.8% |
| 3Y | +132.5% | +58.8% | +73.7% | +112.7% |
| 5Y | +142.8% | -3.9% | +146.8% | +124.5% |
| All | +139.7% | +6.2% | +133.5% | +121.4% |
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