+16.8%
AON vs CBRE
+26.1%
-9.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.0% | +1.3% |
| 7D | +1.0% | -1.8% | +2.8% | +1.5% |
| 30D | +23.2% | +3.3% | +19.9% | +22.0% |
| 3M | -5.0% | -12.4% | +7.3% | -1.9% |
| 6M | +9.3% | -5.4% | +14.7% | +10.5% |
| YTD | -3.4% | -17.2% | +13.8% | +0.3% |
| 1Y | -2.9% | -13.1% | +10.2% | -0.6% |
| 3Y | +3.6% | +81.6% | -77.9% | -18.4% |
| All | +16.8% | +26.1% | -9.3% | +1.3% |
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