-39.8%
UPS vs OKLO
+262.2%
-302.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.2% | +9.5% | +0.3% |
| 7D | -2.0% | -12.2% | +10.3% | -1.9% |
| 30D | -2.0% | -19.7% | +17.8% | -1.9% |
| 3M | -6.2% | -37.4% | +31.2% | -6.2% |
| 6M | +2.8% | -42.3% | +45.1% | +2.8% |
| YTD | +5.9% | -49.5% | +55.4% | +5.8% |
| 1Y | +26.2% | -54.7% | +81.0% | +26.3% |
| 3Y | -26.0% | +249.6% | -275.6% | -29.6% |
| 5Y | -34.3% | +268.1% | -302.4% | -40.2% |
| All | -39.8% | +262.2% | -302.0% | -45.4% |
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