+318.1%
OKLO vs XRT
+42.5%
+275.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.2% | +7.1% | +7.4% |
| 7D | +12.4% | -0.3% | +12.7% | +12.6% |
| 30D | -10.6% | -5.6% | -4.9% | -4.9% |
| 3M | -26.5% | +2.5% | -29.1% | -29.7% |
| 6M | -25.6% | +3.7% | -29.3% | -29.1% |
| YTD | -39.6% | +1.0% | -40.6% | -40.4% |
| 1Y | -38.8% | -1.2% | -37.6% | -38.2% |
| 3Y | +318.1% | +43.4% | +274.7% | +247.9% |
| All | +318.1% | +42.5% | +275.6% | +247.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling