+9.7%
AVTR vs CBRE
+192.7%
-183.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.9% | +2.0% |
| 7D | +1.9% | +1.0% | +0.9% | +1.4% |
| 30D | +1.5% | +5.6% | -4.1% | -1.5% |
| 3M | +17.1% | -6.8% | +23.8% | +19.7% |
| 6M | +91.5% | -5.6% | +97.0% | +93.6% |
| YTD | +38.8% | -14.1% | +52.9% | +46.8% |
| 1Y | +37.7% | -9.5% | +47.2% | +42.1% |
| 3Y | -13.5% | +91.8% | -105.3% | -36.8% |
| 5Y | -59.3% | +30.3% | -89.6% | -65.7% |
| All | +9.7% | +192.7% | -183.0% | -32.3% |
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