-5.2%
TJX vs KKR
-20.0%
+14.8%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.8% | 0.0% |
| 7D | -2.2% | -0.9% | -1.4% | -2.2% |
| 30D | -17.1% | +2.2% | -19.3% | -17.2% |
| 3M | -16.5% | +13.1% | -29.5% | -16.9% |
| 6M | -17.8% | +15.3% | -33.1% | -18.3% |
| YTD | -13.2% | -15.0% | +1.8% | -11.5% |
| 1Y | -5.2% | -21.0% | +15.8% | -3.8% |
| All | -5.2% | -20.0% | +14.8% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 1y: compounded portfolio wealth divided by compounded KKR 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…
1y analysis · Full analysis span regression · 6 months rolling