+172.5%
OKLO vs XRT
-1.2%
+173.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +3.7% | +10.3% | +12.2% |
| 7D | +14.1% | +2.5% | +11.6% | +12.7% |
| 30D | -22.7% | +10.3% | -33.0% | -26.5% |
| 3M | -44.6% | +2.4% | -46.9% | -45.4% |
| 6M | -63.0% | +10.0% | -73.0% | -64.9% |
| YTD | -62.6% | +9.5% | -72.1% | -64.2% |
| 1Y | -76.2% | +17.2% | -93.3% | -77.9% |
| 3Y | +160.8% | +62.0% | +98.9% | +135.0% |
| 5Y | +172.5% | -2.1% | +174.6% | +154.3% |
| All | +172.5% | -1.2% | +173.7% | +154.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling