+332.6%
OKLO vs HAL
+112.2%
+220.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.8% |
| 7D | +7.7% | -1.3% | +9.0% | +7.9% |
| 30D | -4.3% | +10.9% | -15.2% | -5.4% |
| 3M | -24.6% | -5.8% | -18.8% | -24.1% |
| 6M | -31.1% | +8.1% | -39.2% | -32.2% |
| YTD | -40.7% | +33.2% | -73.9% | -43.2% |
| 1Y | -42.4% | +74.2% | -116.6% | -47.1% |
| 3Y | +310.9% | -3.7% | +314.6% | +287.9% |
| 5Y | +332.6% | +111.9% | +220.7% | +305.0% |
| All | +332.6% | +112.2% | +220.4% | +305.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling