+3.2%
AVTR vs CBRE
+213.2%
-210.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | +2.7% | -2.0% | +4.6% | +3.6% |
| 30D | +12.1% | -2.2% | +14.2% | +12.9% |
| 3M | +57.2% | +12.9% | +44.3% | +47.7% |
| 6M | +73.1% | +4.3% | +68.8% | +68.2% |
| YTD | +30.6% | -8.0% | +38.7% | +34.9% |
| 1Y | +13.5% | -8.6% | +22.1% | +17.9% |
| 3Y | -31.0% | +71.9% | -102.9% | -46.9% |
| 5Y | -63.2% | +50.0% | -113.2% | -70.7% |
| All | +3.2% | +213.2% | -210.0% | -37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling