+996.8%
ATI vs CBRE
+388.5%
+608.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.3% | +0.7% |
| 7D | +1.3% | -0.5% | +1.9% | +1.7% |
| 30D | -4.8% | +3.1% | -7.8% | -7.1% |
| 3M | -19.9% | -6.4% | -13.6% | -17.1% |
| 6M | +15.4% | -7.9% | +23.2% | +18.3% |
| YTD | +59.2% | -16.2% | +75.4% | +70.5% |
| 1Y | +86.3% | -11.2% | +97.5% | +90.1% |
| 3Y | +318.2% | +83.4% | +234.8% | +118.7% |
| 5Y | +958.6% | +28.4% | +930.2% | +622.1% |
| 10Y | +996.8% | +386.8% | +610.0% | +145.1% |
| All | +996.8% | +388.5% | +608.2% | +145.1% |
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