-0.9%
APO vs CBRE
-14.3%
+13.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.1% |
| 7D | -1.0% | -1.7% | +0.7% | -0.4% |
| 30D | -0.4% | -3.0% | +2.6% | +0.8% |
| 3M | -0.9% | +2.6% | -3.5% | -2.4% |
| 6M | +22.1% | +2.0% | +20.1% | +20.2% |
| YTD | -8.4% | -13.1% | +4.7% | -2.8% |
| 1Y | -0.9% | -13.8% | +12.9% | +3.5% |
| All | -0.9% | -14.3% | +13.4% | +3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling