+146.7%
OKLO vs VALE
+35.9%
+110.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.6% | -2.9% | -4.5% |
| 7D | +27.3% | -1.5% | +28.8% | +28.4% |
| 30D | -23.1% | -15.6% | -7.4% | -18.2% |
| 3M | -45.8% | -19.5% | -26.3% | -41.3% |
| 6M | -66.8% | -31.9% | -34.9% | -61.8% |
| YTD | -65.9% | -11.0% | -55.0% | -63.1% |
| 1Y | -78.0% | -2.1% | -75.9% | -76.6% |
| 3Y | +137.4% | +1.4% | +136.0% | +142.5% |
| All | +146.7% | +35.9% | +110.8% | +144.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling