+985.8%
ASX vs CBRE
+379.0%
+606.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.2% |
| 7D | +12.4% | -1.8% | +14.2% | +13.2% |
| 30D | -19.8% | +3.3% | -23.1% | -20.9% |
| 3M | -10.3% | -12.4% | +2.0% | -6.2% |
| 6M | +1.2% | -5.4% | +6.6% | +1.5% |
| YTD | +123.0% | -17.2% | +140.2% | +133.4% |
| 1Y | +145.4% | -13.1% | +158.5% | +151.0% |
| 3Y | +368.6% | +81.6% | +287.1% | +236.6% |
| 5Y | +486.0% | +26.4% | +459.6% | +382.7% |
| All | +985.8% | +379.0% | +606.8% | +471.8% |
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