+43.5%
TJX vs APO
+50.8%
-7.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.6% | +0.5% |
| 7D | -4.4% | -4.9% | +0.5% | -3.8% |
| 30D | -18.6% | -8.4% | -10.1% | -17.7% |
| 3M | -24.4% | -2.1% | -22.3% | -24.3% |
| 6M | -20.2% | +19.2% | -39.5% | -22.5% |
| YTD | -16.9% | -10.5% | -6.4% | -15.9% |
| 1Y | -8.5% | -2.7% | -5.8% | -8.9% |
| All | +43.5% | +50.8% | -7.3% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling