-72.3%
KLXE price history and return analytics
+65.7%
-138.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.2% |
| 7D | +0.7% | -1.1% | +1.8% | +2.1% |
| 30D | -6.7% | -1.0% | -5.7% | -5.5% |
| 3M | -46.9% | +3.2% | -50.1% | -49.4% |
| 6M | -47.8% | +12.5% | -60.3% | -56.9% |
| YTD | -18.5% | +14.1% | -32.6% | -33.6% |
| 1Y | -17.6% | +18.9% | -36.6% | -37.3% |
| 3Y | -86.8% | +74.1% | -160.9% | -93.9% |
| All | -72.3% | +65.7% | -138.0% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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