+8,123.1%
APH vs CBRE
+2,052.9%
+6,070.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.4% | -6.0% | -8.4% |
| 7D | -12.7% | +6.0% | -18.8% | -14.2% |
| 30D | -19.2% | +4.4% | -23.5% | -20.4% |
| 3M | -16.7% | -9.8% | -6.9% | -14.7% |
| 6M | +5.1% | -4.4% | +9.5% | +5.2% |
| YTD | +6.6% | -15.2% | +21.8% | +9.6% |
| 1Y | +3.9% | -9.1% | +13.0% | +4.7% |
| 3Y | +246.0% | +79.4% | +166.6% | +183.6% |
| 5Y | +268.0% | +27.8% | +240.2% | +229.4% |
| 10Y | +868.2% | +416.1% | +452.1% | +478.9% |
| All | +8,123.1% | +2,052.9% | +6,070.2% | +2,663.4% |
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