+554.7%
AXTI vs GE
+363.8%
+190.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.7% | +13.5% | +13.2% |
| 7D | +24.0% | +1.2% | +22.8% | +23.2% |
| 30D | -21.5% | -9.5% | -12.0% | -17.3% |
| 3M | -23.4% | +4.1% | -27.5% | -25.2% |
| 6M | +114.9% | +3.9% | +111.0% | +104.0% |
| YTD | +325.4% | +9.0% | +316.4% | +295.1% |
| 1Y | +2,136.7% | +21.9% | +2,114.7% | +1,876.1% |
| 3Y | +2,835.0% | +281.8% | +2,553.2% | +1,326.0% |
| 5Y | +652.8% | +436.7% | +216.1% | +200.9% |
| 10Y | +1,513.9% | +151.5% | +1,362.4% | +744.2% |
| All | +554.7% | +363.8% | +190.8% | +85.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling