+366.0%
ATI vs CBRE
+67.4%
+298.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | -0.2% |
| 7D | +3.2% | -1.5% | +4.7% | +3.7% |
| 30D | -9.0% | -4.0% | -5.0% | -7.9% |
| 3M | +15.1% | +8.0% | +7.1% | +9.9% |
| 6M | +38.1% | +4.0% | +34.2% | +33.8% |
| YTD | +80.7% | -11.5% | +92.2% | +85.4% |
| 1Y | +167.5% | -13.0% | +180.5% | +176.0% |
| 3Y | +366.0% | +66.9% | +299.1% | +216.8% |
| All | +366.0% | +67.4% | +298.6% | +216.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling