+415.3%
ASX vs CBRE
+26.4%
+388.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.7% |
| 7D | -19.9% | +5.2% | -25.1% | -21.4% |
| 30D | -30.9% | +6.2% | -37.1% | -32.6% |
| 3M | -15.1% | -8.1% | -7.0% | -12.8% |
| 6M | -6.5% | -6.6% | +0.2% | -5.5% |
| YTD | +98.4% | -15.7% | +114.2% | +106.9% |
| 1Y | +107.9% | -9.7% | +117.5% | +108.5% |
| 3Y | +325.3% | +80.4% | +244.9% | +175.9% |
| All | +415.3% | +26.4% | +388.9% | +285.6% |
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