-99.9%
AMIX vs CBRE
+57.4%
-157.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -16.0% | +5.2% | -21.2% | -18.5% |
| 30D | -55.4% | +6.2% | -61.7% | -57.1% |
| 3M | -87.5% | -8.1% | -79.4% | -87.0% |
| 6M | -81.2% | -6.6% | -74.6% | -80.4% |
| YTD | -86.8% | -15.7% | -71.1% | -86.0% |
| 1Y | -91.6% | -9.7% | -81.9% | -91.2% |
| All | -99.9% | +57.4% | -157.3% | -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