+9.7%
BKR vs TJX
+4.8%
+4.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +5.2% | -10.7% | -4.9% |
| 7D | -8.8% | +4.6% | -13.4% | -8.2% |
| 30D | -13.1% | +7.7% | -20.8% | -12.7% |
| 3M | -18.9% | -7.8% | -11.1% | -18.8% |
| 6M | -27.2% | -5.8% | -21.4% | -27.5% |
| YTD | +10.7% | -4.9% | +15.6% | +10.3% |
| 1Y | +9.7% | +3.2% | +6.5% | +9.3% |
| All | +9.7% | +4.8% | +4.9% | +9.3% |
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