+137.0%
APO vs CBRE
+45.8%
+91.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | +0.9% |
| 7D | +0.1% | -1.5% | +1.6% | +0.9% |
| 30D | +3.9% | -4.0% | +7.9% | +6.1% |
| 3M | +3.8% | +8.0% | -4.2% | -2.0% |
| 6M | +22.3% | +4.0% | +18.3% | +17.6% |
| YTD | -7.8% | -11.5% | +3.7% | -2.9% |
| 1Y | -0.3% | -13.0% | +12.7% | +6.1% |
| 3Y | +57.1% | +66.9% | -9.8% | +7.1% |
| 5Y | +137.0% | +45.0% | +91.9% | +72.6% |
| All | +137.0% | +45.8% | +91.2% | +72.6% |
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 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