+1,178.1%
ATI vs CBRE
+381.8%
+796.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +1.0% |
| 7D | +2.4% | -1.7% | +4.1% | +3.5% |
| 30D | -9.5% | -3.0% | -6.5% | -8.3% |
| 3M | +10.4% | +2.6% | +7.7% | +5.2% |
| 6M | +31.8% | +2.0% | +29.8% | +25.3% |
| YTD | +80.0% | -13.1% | +93.1% | +88.7% |
| 1Y | +175.8% | -13.8% | +189.7% | +188.6% |
| 3Y | +364.2% | +63.9% | +300.4% | +167.9% |
| 5Y | +1,076.9% | +42.3% | +1,034.5% | +633.0% |
| 10Y | +1,178.1% | +401.2% | +776.9% | +147.1% |
| All | +1,178.1% | +381.8% | +796.3% | +147.1% |
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 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