-89.0%
GENK price history and return analytics
+74.0%
-163.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -0.6% |
| 7D | -25.2% | +2.4% | -27.5% | -28.0% |
| 30D | -43.8% | -1.5% | -42.3% | -42.7% |
| 3M | -51.3% | -4.1% | -47.2% | -48.5% |
| 6M | -58.0% | +0.6% | -58.5% | -58.9% |
| YTD | -55.0% | +11.0% | -66.0% | -61.9% |
| 1Y | -64.3% | +13.3% | -77.6% | -70.7% |
| 3Y | -89.0% | +73.4% | -162.4% | -94.6% |
| All | -89.0% | +74.0% | -163.0% | -94.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling