+334.0%
OKLO vs MTZ
+146.2%
+187.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.8% | +1.2% | +2.9% |
| 7D | +12.4% | +3.6% | +8.9% | +10.3% |
| 30D | -10.6% | -9.6% | -0.9% | -5.8% |
| 3M | -26.5% | -31.9% | +5.4% | -11.0% |
| 6M | -25.6% | -13.8% | -11.8% | -19.7% |
| YTD | -39.6% | +13.3% | -52.9% | -43.4% |
| 1Y | -38.8% | +39.3% | -78.0% | -47.2% |
| 3Y | +318.1% | +168.3% | +149.7% | +223.9% |
| 5Y | +339.7% | +166.4% | +173.3% | +241.6% |
| All | +334.0% | +146.2% | +187.8% | +239.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling