+1,384.9%
AON vs CBRE
+2,234.5%
-849.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -9.1% | -2.0% | -7.1% | -8.8% |
| 30D | -10.2% | -2.2% | -8.1% | -9.9% |
| 3M | +0.5% | +12.9% | -12.4% | -1.7% |
| 6M | -4.8% | +4.3% | -9.1% | -5.8% |
| YTD | -8.0% | -8.0% | +0.1% | -7.2% |
| 1Y | -13.1% | -8.6% | -4.5% | -12.3% |
| 3Y | -1.3% | +71.9% | -73.2% | -12.0% |
| 5Y | +14.9% | +50.0% | -35.1% | +4.1% |
| 10Y | +214.9% | +390.1% | -175.2% | +129.4% |
| All | +1,384.9% | +2,234.5% | -849.5% | +670.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling