-77.0%
PATH vs AEHR
+107.1%
-184.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.0% | -9.0% | -1.4% |
| 7D | -5.3% | -2.4% | -2.9% | -5.9% |
| 30D | -0.5% | -40.1% | +39.5% | +5.8% |
| 3M | -7.1% | -46.3% | +39.1% | -1.9% |
| 6M | +23.8% | -44.6% | +68.4% | +22.7% |
| YTD | -20.7% | +165.3% | -186.0% | -47.9% |
| 1Y | -8.1% | +126.1% | -134.2% | -37.7% |
| 3Y | -21.8% | +132.2% | -154.0% | -56.7% |
| All | -77.0% | +107.1% | -184.1% | -91.8% |
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 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