+1,121.7%
ARES vs CBRE
+369.1%
+752.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | +4.5% | +5.2% | -0.6% | +2.1% |
| 30D | +15.7% | +6.2% | +9.5% | +12.2% |
| 3M | -2.0% | -8.1% | +6.1% | +1.7% |
| 6M | +10.4% | -6.6% | +17.1% | +13.2% |
| YTD | -14.2% | -15.7% | +1.5% | -8.1% |
| 1Y | -7.8% | -9.7% | +1.9% | -4.5% |
| 3Y | +41.4% | +80.4% | -39.0% | +5.4% |
| 5Y | +83.7% | +27.0% | +56.6% | +58.2% |
| 10Y | +1,204.1% | +412.9% | +791.2% | +555.2% |
| All | +1,121.7% | +369.1% | +752.7% | +549.9% |
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