+132,206.1%
APH vs TJX
+40,805.3%
+91,400.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +5.0% | -2.2% | +7.2% | +5.7% |
| 30D | -3.9% | -17.1% | +13.3% | +1.6% |
| 3M | +13.0% | -16.5% | +29.4% | +18.7% |
| 6M | +25.2% | -17.8% | +43.0% | +32.1% |
| YTD | +22.9% | -13.2% | +36.2% | +27.4% |
| 1Y | +47.8% | -5.2% | +53.0% | +48.9% |
| 3Y | +283.0% | +48.2% | +234.8% | +235.9% |
| 5Y | +349.7% | +99.8% | +249.9% | +258.2% |
| 10Y | +1,061.2% | +291.1% | +770.1% | +653.9% |
| All | +132,206.1% | +40,805.3% | +91,400.8% | +39,240.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling