+1,025.3%
APD vs CBRE
+2,234.5%
-1,209.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -2.2% | -2.0% | -0.2% | -1.8% |
| 30D | +2.1% | -2.2% | +4.3% | +2.5% |
| 3M | +7.2% | +12.9% | -5.7% | +3.7% |
| 6M | +11.2% | +4.3% | +6.9% | +9.4% |
| YTD | +24.4% | -8.0% | +32.4% | +25.3% |
| 1Y | +6.7% | -8.6% | +15.2% | +7.6% |
| 3Y | +9.2% | +71.9% | -62.6% | -6.6% |
| 5Y | +27.4% | +50.0% | -22.7% | +11.3% |
| 10Y | +164.8% | +390.1% | -225.2% | +70.3% |
| All | +1,025.3% | +2,234.5% | -1,209.2% | +357.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling