+1,314.2%
AAOI vs CBRE
+43.6%
+1,270.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +0.6% |
| 7D | -0.2% | -5.0% | +4.8% | +3.6% |
| 30D | -23.7% | -4.7% | -19.0% | -22.2% |
| 3M | -39.0% | +6.5% | -45.5% | -45.2% |
| 6M | -17.0% | +6.1% | -23.1% | -26.3% |
| YTD | +202.2% | -12.6% | +214.9% | +206.2% |
| 1Y | +292.4% | -15.3% | +307.7% | +310.5% |
| 3Y | +804.4% | +64.6% | +739.8% | +444.8% |
| All | +1,314.2% | +43.6% | +1,270.7% | +755.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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