+546.0%
RKLB vs TJX
+119.5%
+426.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | -2.0% | -4.6% | +2.5% | +0.6% |
| 30D | -22.4% | -17.2% | -5.3% | -13.8% |
| 3M | -45.2% | -24.9% | -20.3% | -36.0% |
| 6M | -12.5% | -19.7% | +7.1% | -2.4% |
| YTD | -9.8% | -17.2% | +7.4% | -1.7% |
| 1Y | +30.0% | -9.4% | +39.4% | +32.6% |
| 3Y | +942.2% | +43.1% | +899.1% | +693.4% |
| 5Y | +236.8% | +96.7% | +140.1% | +111.1% |
| All | +546.0% | +119.5% | +426.5% | +293.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling