+74.2%
AR vs CBRE
+26.4%
+47.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -14.3% | +5.2% | -19.4% | -15.8% |
| 30D | +1.4% | +6.2% | -4.8% | -1.1% |
| 3M | +3.4% | -8.1% | +11.5% | +5.3% |
| 6M | -2.1% | -6.6% | +4.6% | -1.4% |
| YTD | +4.7% | -15.7% | +20.4% | +8.0% |
| 1Y | +10.6% | -9.7% | +20.2% | +10.3% |
| 3Y | +24.6% | +80.4% | -55.8% | -13.1% |
| All | +74.2% | +26.4% | +47.8% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling