+432.3%
ASX vs CBRE
+50.7%
+381.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -0.7% | -2.0% | +1.3% | 0.0% |
| 30D | +2.0% | -2.2% | +4.2% | +2.5% |
| 3M | -1.3% | +12.9% | -14.2% | -7.6% |
| 6M | +71.4% | +4.3% | +67.1% | +65.9% |
| YTD | +135.3% | -8.0% | +143.4% | +137.7% |
| 1Y | +267.5% | -8.6% | +276.0% | +269.6% |
| 3Y | +388.5% | +71.9% | +316.6% | +233.1% |
| All | +432.3% | +50.7% | +381.6% | +273.6% |
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