+192.8%
APD vs CBRE
+376.9%
-184.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | +2.2% | -2.8% | +5.0% | +3.1% |
| 30D | +9.4% | +2.2% | +7.2% | +8.3% |
| 3M | +4.7% | -10.1% | +14.8% | +7.8% |
| 6M | +5.5% | -8.0% | +13.5% | +7.2% |
| YTD | +31.4% | -17.6% | +49.0% | +37.2% |
| 1Y | +24.1% | -14.7% | +38.8% | +28.0% |
| 3Y | +28.8% | +80.4% | -51.6% | -1.6% |
| 5Y | +15.8% | +25.9% | -10.1% | -1.3% |
| All | +192.8% | +376.9% | -184.1% | +63.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling