+52.7%
XLU vs OKLO
+262.2%
-209.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +8.9% | 0.0% |
| 7D | -1.6% | -12.2% | +10.6% | -1.3% |
| 30D | -3.3% | -19.7% | +16.4% | -2.8% |
| 3M | -3.2% | -37.4% | +34.2% | -2.1% |
| 6M | -7.0% | -42.3% | +35.3% | -6.0% |
| YTD | +0.6% | -49.5% | +50.2% | +1.8% |
| 1Y | +2.4% | -54.7% | +57.1% | +3.3% |
| 3Y | +46.3% | +249.6% | -203.4% | +27.2% |
| 5Y | +44.0% | +268.1% | -224.1% | +25.0% |
| All | +52.7% | +262.2% | -209.5% | +33.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling