+8.1%
APA vs CBRE
+73.2%
-65.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.1% |
| 7D | +0.5% | -2.0% | +2.5% | +0.9% |
| 30D | +23.4% | -2.2% | +25.6% | +23.7% |
| 3M | +12.7% | +12.9% | -0.2% | +8.1% |
| 6M | +39.4% | +4.3% | +35.1% | +35.8% |
| YTD | +79.0% | -8.0% | +87.0% | +80.6% |
| 1Y | +88.8% | -8.6% | +97.4% | +90.4% |
| All | +8.1% | +73.2% | -65.1% | -15.5% |
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