-98.9%
KLXE vs VOO
+199.0%
-297.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.3% |
| 7D | +0.7% | -0.8% | +1.4% | +1.8% |
| 30D | -6.7% | -1.1% | -5.6% | -5.3% |
| 3M | -46.9% | +3.9% | -50.8% | -50.1% |
| 6M | -47.8% | +13.6% | -61.4% | -57.8% |
| YTD | -18.5% | +12.7% | -31.2% | -32.7% |
| 1Y | -17.6% | +17.6% | -35.2% | -36.6% |
| 3Y | -86.8% | +77.3% | -164.1% | -94.3% |
| 5Y | -74.3% | +84.1% | -158.4% | -89.7% |
| All | -98.9% | +199.0% | -297.9% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling