+1,007.5%
ASX vs CBRE
+387.8%
+619.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.7% |
| 7D | +0.8% | -4.6% | +5.5% | +3.0% |
| 30D | -20.4% | +3.0% | -23.4% | -21.5% |
| 3M | -2.1% | -8.7% | +6.6% | +0.7% |
| 6M | +8.2% | -7.9% | +16.1% | +9.7% |
| YTD | +137.3% | -16.3% | +153.6% | +147.2% |
| 1Y | +155.0% | -13.1% | +168.1% | +160.9% |
| 3Y | +397.9% | +83.1% | +314.8% | +257.0% |
| 5Y | +529.2% | +27.7% | +501.5% | +416.6% |
| 10Y | +1,007.5% | +386.9% | +620.6% | +504.4% |
| All | +1,007.5% | +387.8% | +619.7% | +504.4% |
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 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