-6.1%
PATH vs AEHR
+68.0%
-74.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +13.1% | -29.7% | -17.5% |
| 7D | -16.3% | +6.7% | -23.1% | -16.8% |
| 30D | +9.9% | -12.7% | +22.6% | +10.2% |
| 3M | +30.2% | -26.0% | +56.2% | +30.5% |
| 6M | +37.2% | +102.2% | -65.0% | +20.6% |
| YTD | -7.3% | +327.2% | -334.6% | -28.1% |
| 1Y | +40.0% | +228.1% | -188.1% | +11.4% |
| All | -6.1% | +68.0% | -74.2% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling