+853.3%
APO vs CBRE
+379.0%
+474.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.5% |
| 7D | +5.8% | -1.8% | +7.5% | +6.9% |
| 30D | +8.9% | +3.3% | +5.6% | +6.5% |
| 3M | -13.6% | -12.4% | -1.3% | -7.1% |
| 6M | -5.4% | -5.4% | 0.0% | -3.9% |
| YTD | -13.6% | -17.2% | +3.6% | -5.9% |
| 1Y | -2.5% | -13.1% | +10.6% | +3.0% |
| 3Y | +50.9% | +81.6% | -30.7% | -1.5% |
| 5Y | +81.4% | +26.4% | +55.0% | +45.9% |
| All | +853.3% | +379.0% | +474.3% | +265.1% |
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