-24.5%
KVUE vs CBRE
+90.8%
-115.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.4% |
| 7D | -5.1% | -5.0% | -0.2% | -4.3% |
| 30D | -6.3% | -4.7% | -1.6% | -5.6% |
| 3M | -0.5% | +6.5% | -7.0% | -1.5% |
| 6M | +3.1% | +6.1% | -3.0% | +2.1% |
| YTD | +6.7% | -12.6% | +19.3% | +7.7% |
| 1Y | -1.1% | -15.3% | +14.2% | +0.3% |
| 3Y | -8.7% | +64.6% | -73.4% | -17.8% |
| All | -24.5% | +90.8% | -115.3% | -31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling