+16.9%
AWK vs CBRE
-13.6%
+30.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +0.9% | +1.3% |
| 7D | +0.1% | -1.8% | +1.9% | +0.3% |
| 30D | +14.3% | +3.3% | +11.0% | +13.8% |
| 3M | +10.3% | -12.4% | +22.6% | +11.1% |
| 6M | +18.9% | -5.4% | +24.3% | +19.1% |
| YTD | +17.7% | -17.2% | +34.9% | +18.4% |
| 1Y | +16.9% | -13.1% | +29.9% | +16.7% |
| All | +16.9% | -13.6% | +30.4% | +16.7% |
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