+76.5%
APO vs CBRE
+30.4%
+46.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.0% | +2.7% | +3.5% |
| 7D | +2.3% | +1.0% | +1.3% | +1.9% |
| 30D | +3.0% | +5.6% | -2.6% | -0.5% |
| 3M | -3.7% | -6.8% | +3.0% | -0.3% |
| 6M | -7.5% | -5.6% | -1.9% | -5.7% |
| YTD | -14.5% | -14.1% | -0.5% | -8.7% |
| 1Y | -6.2% | -9.5% | +3.3% | -3.1% |
| 3Y | +51.9% | +91.8% | -39.9% | -6.4% |
| 5Y | +76.5% | +30.3% | +46.1% | +33.0% |
| All | +76.5% | +30.4% | +46.1% | +33.0% |
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