-99.9%
AMIX vs CBRE
+58.4%
-158.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.4% | -2.2% | -3.9% |
| 7D | -25.5% | +6.0% | -31.5% | -28.0% |
| 30D | -56.2% | +4.4% | -60.6% | -57.5% |
| 3M | -87.4% | -9.8% | -77.6% | -86.8% |
| 6M | -80.9% | -4.4% | -76.5% | -80.2% |
| YTD | -86.8% | -15.2% | -71.6% | -86.0% |
| 1Y | -91.3% | -9.1% | -82.2% | -91.0% |
| All | -99.9% | +58.4% | -158.3% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling