+1,356.1%
TJX vs KKR
+1,586.8%
-230.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -4.6% | -6.2% | +1.6% | -2.9% |
| 30D | -17.2% | -8.9% | -8.3% | -15.2% |
| 3M | -24.9% | +6.3% | -31.2% | -26.6% |
| 6M | -19.7% | +16.5% | -36.1% | -23.8% |
| YTD | -17.2% | -20.3% | +3.1% | -13.4% |
| 1Y | -9.4% | -29.8% | +20.4% | -2.2% |
| 3Y | +43.1% | +63.2% | -20.1% | +13.3% |
| 5Y | +96.7% | +68.0% | +28.7% | +48.8% |
| 10Y | +287.7% | +704.3% | -416.5% | +85.9% |
| All | +1,356.1% | +1,586.8% | -230.7% | +452.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling