+262.9%
OKLO vs VALE
+19.2%
+243.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.3% | -8.9% | -9.1% |
| 7D | -12.2% | -0.3% | -12.0% | -12.1% |
| 30D | -19.7% | +8.6% | -28.4% | -21.8% |
| 3M | -37.4% | +2.0% | -39.4% | -37.8% |
| 6M | -42.3% | +2.1% | -44.4% | -41.9% |
| YTD | -49.5% | +20.2% | -69.7% | -50.8% |
| 1Y | -54.7% | +55.2% | -109.9% | -57.8% |
| 3Y | +249.6% | +45.9% | +203.7% | +222.9% |
| 5Y | +268.1% | +41.4% | +226.7% | +238.3% |
| All | +262.9% | +19.2% | +243.7% | +235.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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