+3.2%
TJX vs RKT
-9.4%
+12.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +8.7% | -3.5% | +4.6% |
| 7D | +4.6% | +29.7% | -25.1% | +3.1% |
| 30D | +7.7% | +28.5% | -20.8% | +6.1% |
| 3M | -7.8% | +6.4% | -14.2% | -8.2% |
| 6M | -5.8% | +7.1% | -12.9% | -6.7% |
| YTD | -4.9% | -22.5% | +17.6% | -5.4% |
| 1Y | +3.2% | -10.4% | +13.6% | +0.9% |
| All | +3.2% | -9.4% | +12.6% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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