+949.3%
APO vs CBRE
+381.8%
+567.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.5% |
| 7D | -1.0% | -1.7% | +0.7% | -0.1% |
| 30D | -0.4% | -3.0% | +2.6% | +1.2% |
| 3M | -0.9% | +2.6% | -3.5% | -3.4% |
| 6M | +22.1% | +2.0% | +20.1% | +18.8% |
| YTD | -8.4% | -13.1% | +4.7% | -2.7% |
| 1Y | -0.9% | -13.8% | +12.9% | +5.7% |
| 3Y | +56.1% | +63.9% | -7.7% | +9.3% |
| 5Y | +136.0% | +42.3% | +93.7% | +77.9% |
| 10Y | +949.3% | +401.2% | +548.1% | +305.1% |
| All | +949.3% | +381.8% | +567.5% | +305.1% |
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