+1,148.2%
ARES vs CBRE
+388.5%
+759.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +1.1% |
| 7D | +8.1% | -0.5% | +8.7% | +8.5% |
| 30D | +18.9% | +3.1% | +15.9% | +16.8% |
| 3M | +2.3% | -6.4% | +8.7% | +5.5% |
| 6M | +12.7% | -7.9% | +20.6% | +16.5% |
| YTD | -10.8% | -16.2% | +5.4% | -3.7% |
| 1Y | -5.3% | -11.2% | +5.9% | -0.9% |
| 3Y | +42.0% | +83.4% | -41.4% | +2.0% |
| 5Y | +88.3% | +28.4% | +59.8% | +58.6% |
| 10Y | +1,148.2% | +386.8% | +761.4% | +513.3% |
| All | +1,148.2% | +388.5% | +759.7% | +513.3% |
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