-99.8%
AMIX vs CBRE
+71.7%
-171.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -13.7% | -2.0% | -11.8% | -12.6% |
| 30D | -62.1% | -2.2% | -59.9% | -61.6% |
| 3M | -46.2% | +12.9% | -59.1% | -47.3% |
| 6M | -46.4% | +4.3% | -50.7% | -46.6% |
| YTD | -60.3% | -8.0% | -52.2% | -59.4% |
| 1Y | -79.7% | -8.6% | -71.1% | -79.1% |
| All | -99.8% | +71.7% | -171.5% | -99.8% |
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