+145.0%
OKLO vs HAL
+71.4%
+73.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -4.9% | -5.4% |
| 7D | +27.3% | +2.6% | +24.7% | +27.0% |
| 30D | -23.1% | -0.1% | -23.0% | -23.0% |
| 3M | -45.8% | -1.1% | -44.7% | -45.8% |
| 6M | -66.8% | -20.7% | -46.1% | -65.9% |
| YTD | -65.9% | +17.5% | -83.5% | -66.9% |
| 1Y | -78.0% | +24.1% | -102.1% | -78.8% |
| 3Y | +137.4% | -8.4% | +145.8% | +127.4% |
| 5Y | +148.2% | +53.2% | +95.0% | +135.0% |
| All | +145.0% | +71.4% | +73.6% | +132.0% |
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