+1,804.4%
APO vs CBRE
+430.1%
+1,374.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -1.0% | -2.0% | +1.0% | -0.1% |
| 30D | +3.5% | -2.2% | +5.7% | +4.4% |
| 3M | +4.5% | +12.9% | -8.4% | -2.5% |
| 6M | +22.8% | +4.3% | +18.5% | +18.8% |
| YTD | -6.5% | -8.0% | +1.5% | -4.2% |
| 1Y | +0.8% | -8.6% | +9.4% | +3.6% |
| 3Y | +62.0% | +71.9% | -9.9% | +18.3% |
| 5Y | +138.2% | +50.0% | +88.2% | +85.3% |
| 10Y | +940.3% | +390.1% | +550.2% | +357.8% |
| All | +1,804.4% | +430.1% | +1,374.3% | +658.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling