+7.2%
AVTR vs CBRE
+182.0%
-174.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | +0.5% | -1.8% | +2.2% | +1.3% |
| 30D | -1.0% | +3.3% | -4.3% | -3.0% |
| 3M | +12.2% | -12.4% | +24.6% | +18.2% |
| 6M | +97.5% | -5.4% | +102.8% | +99.3% |
| YTD | +35.6% | -17.2% | +52.8% | +45.9% |
| 1Y | +32.8% | -13.1% | +45.9% | +39.6% |
| 3Y | -16.5% | +81.6% | -98.1% | -37.5% |
| 5Y | -59.1% | +26.4% | -85.6% | -65.0% |
| All | +7.2% | +182.0% | -174.9% | -32.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling