+14.0%
PATH vs AEHR
+278.8%
-264.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.3% | -8.4% | -3.0% |
| 7D | -24.6% | +19.1% | -43.7% | -24.2% |
| 30D | -13.0% | -10.0% | -2.9% | -12.7% |
| 3M | +26.2% | +1.3% | +24.9% | +27.0% |
| 6M | +13.4% | +133.8% | -120.4% | +10.0% |
| YTD | -17.2% | +373.3% | -390.5% | -28.4% |
| 1Y | +14.0% | +256.2% | -242.1% | +4.0% |
| All | +14.0% | +278.8% | -264.7% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling