+392.5%
CBRE vs BRKR
+155.3%
+237.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.1% | +1.9% |
| 7D | -5.0% | -8.7% | +3.7% | -2.1% |
| 30D | -4.7% | -9.9% | +5.2% | -1.7% |
| 3M | +6.5% | -3.1% | +9.6% | +4.5% |
| 6M | +6.1% | +45.5% | -39.4% | -12.7% |
| YTD | -12.6% | +13.7% | -26.3% | -21.4% |
| 1Y | -15.3% | +67.4% | -82.7% | -35.3% |
| 3Y | +64.6% | -13.2% | +77.8% | +51.0% |
| 5Y | +45.0% | -39.5% | +84.5% | +52.7% |
| All | +392.5% | +155.3% | +237.2% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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