-44.9%
KLXE vs VOO
+9.9%
-54.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.4% | -0.7% | -2.4% |
| 7D | -17.3% | -4.7% | -12.6% | -14.8% |
| 30D | -29.5% | -5.9% | -23.6% | -26.8% |
| 3M | -53.2% | -4.5% | -48.7% | -51.7% |
| 6M | -74.3% | +1.9% | -76.2% | -73.6% |
| YTD | -49.3% | +8.4% | -57.7% | -45.5% |
| 1Y | -44.9% | +9.5% | -54.3% | -40.9% |
| All | -44.9% | +9.9% | -54.7% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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