+270.7%
OKLO vs HCA
+71.9%
+198.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.4% | -10.5% | -9.2% |
| 7D | -12.2% | +5.4% | -17.7% | -12.2% |
| 30D | -19.7% | +3.0% | -22.7% | -19.7% |
| 3M | -37.4% | +13.0% | -50.4% | -37.5% |
| 6M | -42.3% | -20.3% | -22.0% | -41.8% |
| YTD | -49.5% | -8.2% | -41.3% | -49.3% |
| 1Y | -54.7% | +6.7% | -61.4% | -54.7% |
| 3Y | +249.6% | +60.4% | +189.2% | +248.3% |
| All | +270.7% | +71.9% | +198.8% | +269.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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