-99.2%
AMC vs RGEN
-35.5%
-63.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.0% |
| 7D | +3.5% | -3.3% | +6.8% | +5.0% |
| 30D | +12.5% | -5.8% | +18.3% | +15.5% |
| 3M | +23.6% | +0.2% | +23.4% | +23.2% |
| 6M | +144.4% | +56.8% | +87.6% | +99.1% |
| YTD | +108.3% | +2.4% | +105.9% | +102.2% |
| 1Y | +38.9% | +11.4% | +27.4% | +29.8% |
| 3Y | -58.9% | +15.2% | -74.0% | -66.5% |
| All | -99.2% | -35.5% | -63.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling