-78.0%
PATH vs AEHR
+4,107.8%
-4,185.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +13.1% | -29.7% | -18.2% |
| 7D | -16.3% | +6.7% | -23.1% | -17.4% |
| 30D | +9.9% | -12.7% | +22.6% | +10.4% |
| 3M | +30.2% | -26.0% | +56.2% | +30.0% |
| 6M | +37.2% | +102.2% | -65.0% | +13.2% |
| YTD | -7.3% | +327.2% | -334.6% | -34.3% |
| 1Y | +40.0% | +228.1% | -188.1% | +2.2% |
| 3Y | -4.4% | +67.0% | -71.4% | -30.8% |
| 5Y | -76.0% | +928.1% | -1,004.2% | -87.6% |
| All | -78.0% | +4,107.8% | -4,185.8% | -89.3% |
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