-99.9%
AMIX vs CBRE
+54.6%
-154.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.9% |
| 7D | -9.9% | -1.8% | -8.1% | -9.0% |
| 30D | -52.8% | +3.3% | -56.1% | -53.8% |
| 3M | -80.0% | -12.4% | -67.7% | -78.6% |
| 6M | -80.2% | -5.4% | -74.9% | -79.3% |
| YTD | -88.1% | -17.2% | -70.9% | -87.3% |
| 1Y | -91.1% | -13.1% | -78.0% | -90.5% |
| All | -99.9% | +54.6% | -154.5% | -100.0% |
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