-98.7%
AMC vs GEN
+166.9%
-265.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.2% | +8.3% |
| 7D | +6.6% | -0.3% | +6.9% | +6.8% |
| 30D | +14.1% | +28.2% | -14.1% | +4.8% |
| 3M | +31.3% | +2.6% | +28.7% | +28.7% |
| 6M | +126.7% | +32.7% | +94.0% | +104.4% |
| YTD | +117.9% | +11.3% | +106.7% | +106.6% |
| 1Y | +41.1% | +17.9% | +23.1% | +31.2% |
| 3Y | -61.0% | +66.3% | -127.3% | -67.9% |
| 5Y | -99.1% | +31.7% | -130.8% | -99.3% |
| 10Y | -98.7% | +150.0% | -248.7% | -99.0% |
| All | -98.7% | +166.9% | -265.6% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling