+339.7%
OKLO vs VRTX
+175.7%
+164.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.2% | +8.1% | +4.7% |
| 7D | +12.4% | -3.4% | +15.8% | +12.2% |
| 30D | -10.6% | +6.6% | -17.2% | -10.1% |
| 3M | -26.5% | +19.4% | -45.9% | -25.6% |
| 6M | -25.6% | +15.8% | -41.5% | -24.8% |
| YTD | -39.6% | +16.7% | -56.3% | -38.9% |
| 1Y | -38.8% | +33.8% | -72.6% | -36.9% |
| 3Y | +318.1% | +54.2% | +263.9% | +326.2% |
| 5Y | +339.7% | +176.4% | +163.3% | +349.4% |
| All | +339.7% | +175.7% | +164.0% | +349.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling