+313.5%
OKLO vs VALE
+19.5%
+294.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | +2.8% | +1.6% | +1.2% | +2.3% |
| 30D | -4.0% | +5.1% | -9.1% | -5.6% |
| 3M | -36.9% | -0.4% | -36.5% | -36.8% |
| 6M | -37.1% | -2.2% | -34.9% | -36.1% |
| YTD | -42.5% | +20.5% | -63.0% | -44.0% |
| 1Y | -40.7% | +61.2% | -101.9% | -45.1% |
| 3Y | +299.1% | +43.1% | +256.0% | +268.2% |
| 5Y | +317.3% | +34.0% | +283.3% | +283.2% |
| All | +313.5% | +19.5% | +294.0% | +281.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling