+1,135.4%
TJX vs APO
+1,716.2%
-580.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -2.0% |
| 7D | -4.0% | -1.0% | -3.0% | -3.7% |
| 30D | -20.3% | -0.4% | -20.0% | -20.4% |
| 3M | -23.3% | -0.9% | -22.4% | -23.5% |
| 6M | -19.7% | +22.1% | -41.9% | -24.6% |
| YTD | -17.1% | -8.4% | -8.8% | -16.4% |
| 1Y | -8.8% | -0.9% | -7.8% | -10.4% |
| 3Y | +43.4% | +56.1% | -12.7% | +19.1% |
| 5Y | +95.2% | +136.0% | -40.8% | +39.4% |
| 10Y | +288.1% | +949.3% | -661.3% | +91.7% |
| All | +1,135.4% | +1,716.2% | -580.8% | +438.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling