-87.9%
GENK price history and return analytics
+75.9%
-163.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.3% |
| 7D | -2.1% | -2.0% | -0.1% | +1.0% |
| 30D | -7.5% | -1.4% | -6.1% | -5.3% |
| 3M | -14.0% | +4.7% | -18.7% | -20.7% |
| 6M | +10.1% | +11.4% | -1.2% | -7.6% |
| YTD | -12.3% | +13.1% | -25.4% | -28.2% |
| 1Y | -41.1% | +19.0% | -60.1% | -55.7% |
| 3Y | -86.9% | +73.9% | -160.9% | -95.0% |
| All | -87.9% | +75.9% | -163.7% | -95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling