+43.1%
TJX vs RKT
+35.0%
+8.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -4.6% | -6.3% | +1.7% | -4.2% |
| 30D | -17.2% | -6.2% | -11.0% | -16.9% |
| 3M | -24.9% | -1.9% | -23.0% | -25.0% |
| 6M | -19.7% | -13.0% | -6.7% | -19.4% |
| YTD | -17.2% | -31.9% | +14.7% | -16.1% |
| 1Y | -9.4% | -37.6% | +28.1% | -7.9% |
| 3Y | +43.1% | +36.8% | +6.3% | +36.1% |
| All | +43.1% | +35.0% | +8.1% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling