+1,055.9%
APH vs CBRE
+397.8%
+658.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +5.0% | -2.0% | +6.9% | +5.8% |
| 30D | -3.9% | -2.2% | -1.7% | -3.4% |
| 3M | +13.0% | +12.9% | +0.1% | +6.2% |
| 6M | +25.2% | +4.3% | +20.8% | +21.1% |
| YTD | +22.9% | -8.0% | +31.0% | +24.4% |
| 1Y | +47.8% | -8.6% | +56.4% | +49.4% |
| 3Y | +283.0% | +71.9% | +211.1% | +183.8% |
| 5Y | +349.7% | +50.0% | +299.6% | +247.4% |
| All | +1,055.9% | +397.8% | +658.1% | +470.9% |
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