+305.3%
OKLO vs MTZ
+156.0%
+149.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.5% | -2.8% | -4.4% |
| 7D | +0.1% | 0.0% | +0.1% | +0.3% |
| 30D | -15.2% | -14.8% | -0.3% | -7.7% |
| 3M | -26.2% | -30.8% | +4.6% | -11.1% |
| 6M | -35.0% | -22.6% | -12.4% | -25.6% |
| YTD | -44.4% | +6.8% | -51.2% | -46.2% |
| 1Y | -45.9% | +22.1% | -68.1% | -50.2% |
| 3Y | +284.9% | +153.1% | +131.8% | +206.3% |
| 5Y | +305.3% | +161.4% | +143.9% | +224.4% |
| All | +305.3% | +156.0% | +149.3% | +224.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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