+601.0%
AXTI vs GE
+415.9%
+185.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -5.9% |
| 7D | +15.1% | -2.8% | +17.9% | +16.9% |
| 30D | -12.3% | -11.9% | -0.4% | -6.1% |
| 3M | -24.1% | +1.8% | -26.0% | -24.6% |
| 6M | +46.0% | -0.6% | +46.7% | +42.7% |
| YTD | +295.7% | +5.5% | +290.2% | +273.6% |
| 1Y | +1,825.6% | +15.0% | +1,810.6% | +1,637.4% |
| 3Y | +2,630.0% | +269.5% | +2,360.4% | +1,123.8% |
| 5Y | +601.0% | +422.4% | +178.5% | +141.9% |
| All | +601.0% | +415.9% | +185.1% | +141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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