-72.3%
KLXE vs VOO
+82.8%
-155.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.1% |
| 7D | +0.7% | -0.8% | +1.4% | +1.6% |
| 30D | -6.7% | -1.1% | -5.6% | -5.5% |
| 3M | -46.9% | +3.9% | -50.8% | -49.6% |
| 6M | -47.8% | +13.6% | -61.4% | -56.4% |
| YTD | -18.5% | +12.7% | -31.2% | -30.6% |
| 1Y | -17.6% | +17.6% | -35.2% | -34.0% |
| 3Y | -86.8% | +77.3% | -164.1% | -93.4% |
| All | -72.3% | +82.8% | -155.1% | -87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling