-20.8%
ACHR vs CBRE
+27.5%
-48.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.4% | -0.1% |
| 7D | +14.0% | -0.5% | +14.6% | +14.5% |
| 30D | -5.0% | +3.1% | -8.1% | -8.2% |
| 3M | -24.8% | -6.4% | -18.4% | -21.3% |
| 6M | -27.3% | -7.9% | -19.4% | -25.0% |
| YTD | -37.4% | -16.2% | -21.2% | -31.0% |
| 1Y | -44.3% | -11.2% | -33.0% | -41.8% |
| 3Y | -5.2% | +83.4% | -88.6% | -52.6% |
| 5Y | -20.8% | +28.4% | -49.3% | -48.5% |
| All | -20.8% | +27.5% | -48.3% | -48.5% |
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