+44,577.8%
TJX vs KGC
+346.4%
+44,231.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.4% |
| 7D | -3.3% | +2.4% | -5.7% | -3.3% |
| 30D | -19.9% | +9.2% | -29.1% | -20.0% |
| 3M | -19.0% | +16.7% | -35.8% | -19.3% |
| 6M | -18.6% | -7.0% | -11.6% | -18.6% |
| YTD | -15.3% | +7.5% | -22.8% | -15.5% |
| 1Y | -7.3% | +34.4% | -41.7% | -8.0% |
| 3Y | +46.6% | +552.0% | -505.4% | +41.7% |
| 5Y | +98.5% | +454.5% | -356.0% | +91.8% |
| 10Y | +289.1% | +658.7% | -369.6% | +272.7% |
| All | +44,577.8% | +346.4% | +44,231.4% | +41,316.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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