+535.9%
RKLB vs TJX
+120.2%
+415.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -2.9% | -4.4% | +1.5% | -0.5% |
| 30D | -22.6% | -18.6% | -4.0% | -13.1% |
| 3M | -41.0% | -24.4% | -16.7% | -31.4% |
| 6M | -10.1% | -20.2% | +10.1% | +0.8% |
| YTD | -11.2% | -16.9% | +5.8% | -3.4% |
| 1Y | +34.2% | -8.5% | +42.7% | +36.0% |
| 3Y | +899.4% | +43.7% | +855.6% | +658.7% |
| 5Y | +231.5% | +97.3% | +134.2% | +107.4% |
| All | +535.9% | +120.2% | +415.6% | +286.3% |
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 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