+145.0%
OKLO vs VRTX
+174.9%
-29.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.8% | -4.6% | -5.5% |
| 7D | +27.3% | 0.0% | +27.3% | +27.3% |
| 30D | -23.1% | +11.8% | -34.9% | -22.6% |
| 3M | -45.8% | +3.2% | -49.0% | -45.7% |
| 6M | -66.8% | +21.0% | -87.8% | -66.3% |
| YTD | -65.9% | +19.7% | -85.6% | -65.5% |
| 1Y | -78.0% | +25.0% | -103.0% | -77.6% |
| 3Y | +137.4% | +45.2% | +92.2% | +142.0% |
| 5Y | +148.2% | +189.7% | -41.5% | +153.3% |
| All | +145.0% | +174.9% | -29.9% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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