+139.7%
OKLO vs HAL
+76.7%
+62.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.1% | -5.3% | -2.5% |
| 7D | +1.6% | +6.1% | -4.5% | +0.9% |
| 30D | -17.6% | +2.9% | -20.5% | -17.8% |
| 3M | -48.5% | +3.3% | -51.8% | -48.7% |
| 6M | -65.7% | -16.9% | -48.7% | -65.0% |
| YTD | -66.7% | +21.2% | -87.8% | -67.7% |
| 1Y | -76.5% | +27.5% | -104.0% | -77.4% |
| 3Y | +132.5% | -6.4% | +138.9% | +121.9% |
| 5Y | +142.8% | +58.0% | +84.8% | +129.1% |
| All | +139.7% | +76.7% | +62.9% | +126.2% |
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