+39.2%
AEM vs CBRE
-7.7%
+46.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -0.5% | -2.0% | +1.5% | 0.0% |
| 30D | +24.0% | -2.2% | +26.2% | +24.6% |
| 3M | +16.1% | +12.9% | +3.2% | +11.9% |
| 6M | -11.6% | +4.3% | -15.9% | -12.7% |
| YTD | +21.5% | -8.0% | +29.6% | +18.6% |
| 1Y | +39.2% | -8.6% | +47.7% | +37.2% |
| All | +39.2% | -7.7% | +46.9% | +37.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling