+12.4%
APD vs CBRE
+79.1%
-66.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -3.7% | +5.2% | -8.8% | -4.8% |
| 30D | +9.6% | +6.2% | +3.4% | +7.9% |
| 3M | +1.6% | -8.1% | +9.7% | +3.3% |
| 6M | +2.2% | -6.6% | +8.8% | +3.2% |
| YTD | +25.9% | -15.7% | +41.6% | +29.8% |
| 1Y | +20.1% | -9.7% | +29.8% | +21.1% |
| 3Y | +12.4% | +80.4% | -68.0% | -13.5% |
| All | +12.4% | +79.1% | -66.7% | -13.5% |
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