+1,472.1%
AXTI vs CBRE
+407.4%
+1,064.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.9% |
| 7D | +5.1% | -5.0% | +10.0% | +7.7% |
| 30D | -17.5% | -4.7% | -12.8% | -16.7% |
| 3M | -26.7% | +6.5% | -33.2% | -32.2% |
| 6M | +36.8% | +6.1% | +30.7% | +26.7% |
| YTD | +296.1% | -12.6% | +308.8% | +304.8% |
| 1Y | +1,810.6% | -15.3% | +1,825.9% | +1,870.9% |
| 3Y | +2,587.6% | +64.6% | +2,522.9% | +1,727.7% |
| 5Y | +601.7% | +45.0% | +556.7% | +407.7% |
| All | +1,472.1% | +407.4% | +1,064.6% | +488.2% |
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