+35.7%
APH vs TJX
-8.3%
+44.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.3% |
| 7D | -2.2% | -4.4% | +2.1% | -2.4% |
| 30D | -4.0% | -18.6% | +14.5% | -5.0% |
| 3M | +7.7% | -24.4% | +32.1% | +7.7% |
| 6M | +17.8% | -20.2% | +38.0% | +14.8% |
| YTD | +19.2% | -16.9% | +36.1% | +19.7% |
| 1Y | +35.7% | -8.5% | +44.2% | +40.7% |
| All | +35.7% | -8.3% | +44.0% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 1y: compounded portfolio wealth divided by compounded TJX 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…
1y analysis · Full analysis span regression · 6 months rolling