+376.1%
ROIV vs CBRE
+25.7%
+350.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -3.9% |
| 7D | +9.2% | -2.8% | +12.0% | +10.3% |
| 30D | +19.9% | +2.2% | +17.7% | +18.8% |
| 3M | +10.6% | -10.1% | +20.7% | +13.8% |
| 6M | +36.1% | -8.0% | +44.1% | +38.0% |
| YTD | +84.3% | -17.6% | +101.9% | +93.3% |
| 1Y | +87.6% | -14.7% | +102.3% | +94.0% |
| 3Y | +353.9% | +80.4% | +273.6% | +235.7% |
| 5Y | +376.1% | +25.9% | +350.2% | +232.9% |
| All | +376.1% | +25.7% | +350.3% | +232.9% |
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