-77.4%
PATH vs AEHR
+154.4%
-231.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.6% | -11.8% | -1.9% |
| 7D | -2.7% | +16.2% | -18.9% | -5.8% |
| 30D | -3.7% | -29.3% | +25.6% | -0.2% |
| 3M | -13.8% | -42.0% | +28.2% | -10.0% |
| 6M | +20.3% | -38.5% | +58.8% | +17.5% |
| YTD | -20.8% | +196.2% | -217.0% | -48.9% |
| 1Y | -9.2% | +144.3% | -153.6% | -39.0% |
| 3Y | -21.8% | +158.0% | -179.8% | -57.4% |
| 5Y | -77.4% | +144.4% | -221.8% | -92.1% |
| All | -77.4% | +154.4% | -231.8% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling