+310.9%
OKLO vs VALE
+47.4%
+263.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.1% |
| 7D | +7.7% | -1.8% | +9.6% | +9.2% |
| 30D | -4.3% | +6.7% | -11.0% | -9.1% |
| 3M | -24.6% | +4.9% | -29.5% | -27.6% |
| 6M | -31.1% | +3.6% | -34.7% | -31.2% |
| YTD | -40.7% | +21.9% | -62.6% | -46.4% |
| 1Y | -42.4% | +61.6% | -104.0% | -55.4% |
| All | +310.9% | +47.4% | +263.5% | +227.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling