-51.4%
GENK price history and return analytics
+13.3%
-64.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -11.5% | -1.6% | -9.9% | -9.8% |
| 30D | -13.7% | -2.5% | -11.2% | -11.6% |
| 3M | -29.4% | -1.3% | -28.1% | -28.7% |
| 6M | -14.7% | +3.1% | -17.8% | -18.6% |
| YTD | -34.1% | +10.9% | -45.1% | -42.8% |
| All | -51.4% | +13.3% | -64.7% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling