+44.6%
AU vs CBRE
-6.2%
+50.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +4.1% | +3.9% | +6.3% |
| 7D | +0.8% | +14.1% | -13.3% | -4.3% |
| 30D | -7.0% | +9.0% | -16.0% | -10.0% |
| 3M | +8.5% | -6.6% | +15.1% | +10.8% |
| 6M | -1.3% | +0.8% | -2.0% | -1.9% |
| YTD | +6.8% | -12.2% | +19.0% | +1.5% |
| 1Y | +44.6% | -6.8% | +51.4% | +32.5% |
| All | +44.6% | -6.2% | +50.8% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling