-32.5%
UPS vs OKLO
+139.2%
-171.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +1.8% |
| 7D | +3.8% | +1.6% | +2.2% | +3.8% |
| 30D | +17.4% | -17.6% | +35.0% | +17.4% |
| 3M | +8.2% | -48.5% | +56.7% | +8.4% |
| 6M | +17.9% | -65.7% | +83.6% | +18.1% |
| YTD | +18.7% | -66.7% | +85.4% | +18.8% |
| 1Y | +24.8% | -76.5% | +101.3% | +24.6% |
| 3Y | -4.5% | +132.5% | -137.0% | -9.4% |
| 5Y | -33.2% | +142.8% | -176.1% | -39.3% |
| All | -32.5% | +139.2% | -171.7% | -38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling