+82.7%
ARES vs CBRE
+26.4%
+56.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | +4.5% | +5.2% | -0.6% | +1.3% |
| 30D | +15.7% | +6.2% | +9.5% | +10.9% |
| 3M | -2.0% | -8.1% | +6.1% | +2.8% |
| 6M | +10.4% | -6.6% | +17.1% | +13.8% |
| YTD | -14.2% | -15.7% | +1.5% | -6.3% |
| 1Y | -7.8% | -9.7% | +1.9% | -4.0% |
| 3Y | +41.4% | +80.4% | -39.0% | -11.5% |
| All | +82.7% | +26.4% | +56.3% | +38.4% |
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