-99.9%
AMIX vs CBRE
+56.6%
-156.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.4% | +11.3% | +10.1% |
| 7D | +11.4% | -0.5% | +12.0% | +11.6% |
| 30D | -40.5% | +3.1% | -43.6% | -41.8% |
| 3M | -80.1% | -6.4% | -73.7% | -79.5% |
| 6M | -74.8% | -7.9% | -66.9% | -73.6% |
| YTD | -84.0% | -16.2% | -67.8% | -82.9% |
| 1Y | -89.7% | -11.2% | -78.5% | -89.2% |
| All | -99.9% | +56.6% | -156.5% | -99.9% |
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