+283.6%
TJX vs APO
+945.2%
-661.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.6% |
| 7D | -4.6% | -3.5% | -1.1% | -3.6% |
| 30D | -17.2% | -6.6% | -10.6% | -15.6% |
| 3M | -24.9% | -3.3% | -21.6% | -24.6% |
| 6M | -19.7% | +22.6% | -42.3% | -25.4% |
| YTD | -17.2% | -9.8% | -7.4% | -16.0% |
| 1Y | -9.4% | -3.9% | -5.5% | -10.4% |
| 3Y | +43.1% | +52.5% | -9.4% | +15.0% |
| 5Y | +96.7% | +134.0% | -37.3% | +29.7% |
| All | +283.6% | +945.2% | -661.6% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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