-34.4%
UPS vs OKLO
+149.0%
-183.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.5% | +3.6% | -1.8% |
| 7D | -0.6% | +27.3% | -27.9% | -0.6% |
| 30D | +16.4% | -23.1% | +39.5% | +16.5% |
| 3M | +7.9% | -45.8% | +53.7% | +8.1% |
| 6M | +15.8% | -66.8% | +82.6% | +15.9% |
| YTD | +16.6% | -65.9% | +82.5% | +16.6% |
| 1Y | +22.3% | -78.0% | +100.3% | +22.0% |
| 3Y | -6.2% | +137.4% | -143.6% | -11.8% |
| 5Y | -34.4% | +148.2% | -182.6% | -43.7% |
| All | -34.4% | +149.0% | -183.4% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OKLO.
Daily Out/Under-Performance
Portfolio return minus OKLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKLO 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 OKLO 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