-98.8%
AMC vs RGEN
+411.3%
-510.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.5% |
| 7D | +8.4% | -1.2% | +9.6% | +8.8% |
| 30D | +9.2% | -5.1% | +14.2% | +10.5% |
| 3M | +32.0% | +0.5% | +31.5% | +32.0% |
| 6M | +149.3% | +46.6% | +102.7% | +128.4% |
| YTD | +114.1% | +1.6% | +112.5% | +111.6% |
| 1Y | +35.8% | +5.4% | +30.4% | +33.1% |
| 3Y | -58.3% | +12.8% | -71.2% | -61.1% |
| 5Y | -99.2% | -35.6% | -63.6% | -99.2% |
| All | -98.8% | +411.3% | -510.0% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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