-8.1%
PATH vs AEHR
+111.3%
-119.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.0% | -9.0% | +0.3% |
| 7D | -5.3% | -2.4% | -2.9% | -5.2% |
| 30D | -0.5% | -40.1% | +39.5% | -2.5% |
| 3M | -7.1% | -46.3% | +39.1% | -8.7% |
| 6M | +23.8% | -44.6% | +68.4% | +23.4% |
| YTD | -20.7% | +165.3% | -186.0% | -26.8% |
| 1Y | -8.1% | +126.1% | -134.2% | -11.1% |
| All | -8.1% | +111.3% | -119.4% | -11.1% |
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