+247.7%
APH vs CBRE
+80.2%
+167.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.4% | -6.0% | -8.4% |
| 7D | -12.7% | +6.0% | -18.8% | -14.1% |
| 30D | -19.2% | +4.4% | -23.5% | -20.2% |
| 3M | -16.7% | -9.8% | -6.9% | -14.7% |
| 6M | +5.1% | -4.4% | +9.5% | +5.4% |
| YTD | +6.6% | -15.2% | +21.8% | +10.2% |
| 1Y | +3.9% | -9.1% | +13.0% | +4.5% |
| All | +247.7% | +80.2% | +167.6% | +175.5% |
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