+67.4%
CBRE vs AHR
+356.1%
-288.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.1% |
| 7D | -5.0% | -2.1% | -2.9% | -4.3% |
| 30D | -4.7% | +1.9% | -6.6% | -5.3% |
| 3M | +6.5% | +15.7% | -9.1% | +1.2% |
| 6M | +6.1% | +2.5% | +3.5% | +4.6% |
| YTD | -12.6% | +15.0% | -27.6% | -18.0% |
| 1Y | -15.3% | +28.1% | -43.4% | -24.7% |
| All | +67.4% | +356.1% | -288.7% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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