+1,038.7%
APD vs CBRE
+2,039.6%
-1,001.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -3.7% | +5.2% | -8.8% | -4.9% |
| 30D | +9.6% | +6.2% | +3.4% | +7.8% |
| 3M | +1.6% | -8.1% | +9.7% | +3.3% |
| 6M | +2.2% | -6.6% | +8.8% | +3.1% |
| YTD | +25.9% | -15.7% | +41.6% | +29.1% |
| 1Y | +20.1% | -9.7% | +29.8% | +21.2% |
| 3Y | +12.4% | +80.4% | -68.0% | -5.2% |
| 5Y | +11.1% | +27.0% | -15.9% | +0.8% |
| 10Y | +190.1% | +412.9% | -222.8% | +84.8% |
| All | +1,038.7% | +2,039.6% | -1,001.0% | +371.6% |
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