+48.1%
APA vs CBRE
+82.7%
-34.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | +8.5% | -1.8% | +10.3% | +8.8% |
| 30D | +2.8% | +3.3% | -0.5% | +1.7% |
| 3M | +21.7% | -12.4% | +34.1% | +24.5% |
| 6M | +32.6% | -5.4% | +38.0% | +32.3% |
| YTD | +103.7% | -17.2% | +120.9% | +109.5% |
| 1Y | +101.8% | -13.1% | +114.9% | +102.6% |
| 3Y | +48.1% | +81.6% | -33.5% | +1.2% |
| All | +48.1% | +82.7% | -34.7% | +1.2% |
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