+1,089.9%
ARES vs CBRE
+376.9%
+713.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.5% |
| 7D | -0.3% | -2.8% | +2.5% | +1.2% |
| 30D | +15.3% | +2.2% | +13.1% | +13.7% |
| 3M | -5.4% | -10.1% | +4.7% | -0.4% |
| 6M | +10.0% | -8.0% | +18.0% | +13.8% |
| YTD | -14.7% | -17.6% | +2.9% | -7.1% |
| 1Y | -9.7% | -14.7% | +5.0% | -3.4% |
| 3Y | +35.8% | +80.4% | -44.5% | -1.6% |
| 5Y | +80.9% | +25.9% | +55.0% | +53.9% |
| All | +1,089.9% | +376.9% | +713.0% | +490.3% |
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