+259.0%
APH vs CBRE
+82.1%
+177.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.3% |
| 7D | -5.9% | +5.2% | -11.1% | -7.2% |
| 30D | -14.8% | +6.2% | -21.0% | -16.3% |
| 3M | -12.4% | -8.1% | -4.3% | -10.8% |
| 6M | +8.1% | -6.6% | +14.7% | +9.2% |
| YTD | +10.9% | -15.7% | +26.7% | +14.9% |
| 1Y | +8.8% | -9.7% | +18.4% | +9.6% |
| All | +259.0% | +82.1% | +177.0% | +178.3% |
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