+38.2%
AMC vs RGEN
+23.9%
+14.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.1% | +5.1% | +6.8% |
| 7D | +6.6% | +3.5% | +3.1% | +5.3% |
| 30D | +14.1% | +2.9% | +11.2% | +12.6% |
| 3M | +31.3% | +9.2% | +22.1% | +25.8% |
| 6M | +126.7% | +44.9% | +81.7% | +89.0% |
| YTD | +117.9% | +9.2% | +108.7% | +101.4% |
| All | +38.2% | +23.9% | +14.3% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling