-81.1%
PATH vs AEHR
+2,298.0%
-2,379.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -19.2% | +15.5% | -1.5% |
| 7D | -5.6% | -19.7% | +14.1% | -3.8% |
| 30D | -0.7% | -46.6% | +46.0% | +5.8% |
| 3M | -5.9% | -50.2% | +44.4% | -0.7% |
| 6M | +21.6% | -46.1% | +67.7% | +21.3% |
| YTD | -20.6% | +143.5% | -164.1% | -40.9% |
| 1Y | -10.6% | +91.1% | -101.6% | -30.9% |
| 3Y | -24.9% | +100.7% | -125.5% | -49.5% |
| 5Y | -76.8% | +91.1% | -168.0% | -87.1% |
| All | -81.1% | +2,298.0% | -2,379.2% | -90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling