+954.5%
ATI vs CBRE
+30.4%
+924.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.0% | +3.2% | +4.2% |
| 7D | +6.0% | +1.0% | +5.0% | +5.5% |
| 30D | -3.6% | +5.6% | -9.3% | -6.2% |
| 3M | -18.9% | -6.8% | -12.1% | -16.7% |
| 6M | +16.7% | -5.6% | +22.3% | +17.8% |
| YTD | +61.1% | -14.1% | +75.1% | +67.8% |
| 1Y | +89.3% | -9.5% | +98.8% | +91.2% |
| 3Y | +333.3% | +91.8% | +241.5% | +168.6% |
| 5Y | +954.5% | +30.3% | +924.2% | +666.6% |
| All | +954.5% | +30.4% | +924.1% | +666.6% |
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