+842.6%
ASX vs CBRE
+421.6%
+421.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.7% | +7.9% |
| 7D | -12.3% | +1.0% | -13.3% | -12.4% |
| 30D | -26.0% | +5.6% | -31.6% | -27.6% |
| 3M | -8.1% | -6.8% | -1.3% | -6.2% |
| 6M | +1.4% | -5.6% | +7.0% | +1.9% |
| YTD | +115.6% | -14.1% | +129.6% | +122.4% |
| 1Y | +128.0% | -9.5% | +137.5% | +129.5% |
| 3Y | +371.4% | +91.8% | +279.6% | +231.9% |
| 5Y | +469.4% | +30.3% | +439.1% | +364.2% |
| 10Y | +842.6% | +406.9% | +435.8% | +404.4% |
| All | +842.6% | +421.6% | +421.1% | +404.4% |
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