-81.0%
PATH vs AEHR
+2,877.6%
-2,958.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.2% | +6.9% | +0.5% |
| 7D | +0.7% | +24.2% | -23.5% | -2.0% |
| 30D | -1.1% | -21.2% | +20.1% | +0.4% |
| 3M | -14.2% | -52.8% | +38.6% | -8.7% |
| 6M | +30.9% | -36.9% | +67.8% | +28.4% |
| YTD | -20.1% | +202.3% | -222.4% | -42.1% |
| 1Y | -8.1% | +162.9% | -170.9% | -32.0% |
| 3Y | -24.3% | +149.1% | -173.4% | -50.5% |
| 5Y | -75.6% | +146.2% | -221.8% | -86.8% |
| All | -81.0% | +2,877.6% | -2,958.6% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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