+266.3%
AEM vs CBRE
+28.0%
+238.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | +1.4% | -4.6% | +6.0% | +2.6% |
| 30D | -1.2% | +3.0% | -4.1% | -1.9% |
| 3M | +2.5% | -8.7% | +11.3% | +4.7% |
| 6M | -5.1% | -7.9% | +2.8% | -3.5% |
| YTD | +10.4% | -16.3% | +26.7% | +13.7% |
| 1Y | +11.8% | -13.1% | +24.9% | +14.2% |
| 3Y | +315.6% | +83.1% | +232.5% | +251.4% |
| 5Y | +266.3% | +27.7% | +238.5% | +198.0% |
| All | +266.3% | +28.0% | +238.2% | +198.0% |
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