-98.7%
AMC vs RGEN
+450.6%
-549.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -2.8% | -3.1% | +0.3% | -2.0% |
| 30D | +14.0% | +0.1% | +13.9% | +14.0% |
| 3M | +42.5% | +4.8% | +37.7% | +41.1% |
| 6M | +142.6% | +48.9% | +93.6% | +121.5% |
| YTD | +119.2% | +5.3% | +113.9% | +114.8% |
| 1Y | +40.7% | +12.5% | +28.2% | +36.0% |
| 3Y | -57.3% | +17.0% | -74.3% | -60.5% |
| 5Y | -99.1% | -35.4% | -63.8% | -99.2% |
| 10Y | -98.7% | +434.6% | -533.3% | -99.1% |
| All | -98.7% | +450.6% | -549.3% | -99.1% |
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