+145.4%
ASX vs CBRE
-13.6%
+159.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.0% |
| 7D | +12.4% | -1.8% | +14.2% | +12.4% |
| 30D | -19.8% | +3.3% | -23.1% | -19.3% |
| 3M | -10.3% | -12.4% | +2.0% | -10.4% |
| 6M | +1.2% | -5.4% | +6.6% | +2.3% |
| YTD | +123.0% | -17.2% | +140.2% | +121.3% |
| 1Y | +145.4% | -13.1% | +158.5% | +143.1% |
| All | +145.4% | -13.6% | +159.0% | +143.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling