+4,787.6%
ASX vs CBRE
+2,234.5%
+2,553.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -0.7% | -2.0% | +1.3% | -0.2% |
| 30D | +2.0% | -2.2% | +4.2% | +2.3% |
| 3M | -1.3% | +12.9% | -14.2% | -5.3% |
| 6M | +71.4% | +4.3% | +67.1% | +67.9% |
| YTD | +135.3% | -8.0% | +143.4% | +136.7% |
| 1Y | +267.5% | -8.6% | +276.0% | +269.0% |
| 3Y | +388.5% | +71.9% | +316.6% | +309.3% |
| 5Y | +417.1% | +50.0% | +367.1% | +347.9% |
| 10Y | +872.7% | +390.1% | +482.7% | +503.4% |
| All | +4,787.6% | +2,234.5% | +2,553.1% | +1,361.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling