+262.9%
OKLO vs HAL
+87.5%
+175.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.6% | -8.5% | -9.1% |
| 7D | -12.2% | -3.3% | -8.9% | -11.9% |
| 30D | -19.7% | +8.2% | -27.9% | -20.4% |
| 3M | -37.4% | -9.4% | -28.0% | -36.7% |
| 6M | -42.3% | +0.6% | -42.9% | -42.7% |
| YTD | -49.5% | +28.6% | -78.1% | -51.5% |
| 1Y | -54.7% | +63.9% | -118.6% | -57.9% |
| 3Y | +249.6% | -7.1% | +256.7% | +231.9% |
| 5Y | +268.1% | +102.3% | +165.8% | +243.3% |
| All | +262.9% | +87.5% | +175.4% | +240.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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