+66.7%
AU vs CBRE
-14.0%
+80.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -0.1% |
| 7D | -4.3% | -5.0% | +0.7% | -2.6% |
| 30D | +7.3% | -4.7% | +12.0% | +8.8% |
| 3M | +26.3% | +6.5% | +19.8% | +23.5% |
| 6M | +1.8% | +6.1% | -4.3% | +0.3% |
| YTD | +26.8% | -12.6% | +39.4% | +23.4% |
| 1Y | +66.7% | -15.3% | +82.0% | +61.7% |
| All | +66.7% | -14.0% | +80.7% | +61.7% |
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