-45.3%
ACHR vs CBRE
+114.2%
-159.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | 0.0% |
| 7D | -5.4% | -7.2% | +1.8% | 0.0% |
| 30D | -19.7% | -6.4% | -13.3% | -15.9% |
| 3M | +7.9% | +2.9% | +5.0% | +3.4% |
| 6M | -13.8% | +2.5% | -16.3% | -17.7% |
| YTD | -27.5% | -14.2% | -13.3% | -21.7% |
| 1Y | -33.9% | -15.1% | -18.8% | -28.1% |
| 3Y | -20.0% | +61.9% | -81.9% | -48.2% |
| 5Y | -44.0% | +42.4% | -86.4% | -63.2% |
| All | -45.3% | +114.2% | -159.5% | -64.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling