+202.6%
AON vs CBRE
+398.3%
-195.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.4% |
| 7D | -5.9% | -7.2% | +1.3% | -3.8% |
| 30D | -13.7% | -6.4% | -7.2% | -12.0% |
| 3M | -8.3% | +2.9% | -11.2% | -9.2% |
| 6M | -3.6% | +2.5% | -6.2% | -4.8% |
| YTD | -12.4% | -14.2% | +1.8% | -9.5% |
| 1Y | -14.6% | -15.1% | +0.5% | -11.7% |
| 3Y | -5.7% | +61.9% | -67.6% | -21.9% |
| 5Y | +9.1% | +42.4% | -33.2% | -7.6% |
| All | +202.6% | +398.3% | -195.7% | +77.5% |
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