+1,088.8%
ATI vs CBRE
+45.8%
+1,043.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | +0.2% |
| 7D | +3.2% | -1.5% | +4.7% | +3.8% |
| 30D | -9.0% | -4.0% | -5.0% | -7.7% |
| 3M | +15.1% | +8.0% | +7.1% | +8.8% |
| 6M | +38.1% | +4.0% | +34.2% | +32.7% |
| YTD | +80.7% | -11.5% | +92.2% | +86.0% |
| 1Y | +167.5% | -13.0% | +180.5% | +176.9% |
| 3Y | +366.0% | +66.9% | +299.1% | +215.2% |
| 5Y | +1,088.8% | +45.0% | +1,043.7% | +715.5% |
| All | +1,088.8% | +45.8% | +1,043.0% | +715.5% |
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