| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KLXE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +47.1% | −8.6% | +2.4% | +43.5% | −26.5% | −5.8% | −18.6% | — | — | — | — | — | +11.1% | +7.5% | +3.6pp |
| 2025 | +6.2% | −11.7% | −25.1% | −42.6% | −14.4% | +8.7% | −4.3% | +9.5% | −2.0% | −2.6% | −11.2% | +13.9% | −62.0% | +17.7% | −79.8pp |
| 2024 | −13.7% | −16.5% | −4.7% | −14.3% | −22.9% | −3.1% | +39.2% | +6.8% | −25.7% | −19.2% | +36.4% | −17.4% | −55.8% | +24.9% | −80.7pp |
| 2023 | −14.6% | −13.5% | −8.9% | −14.4% | −20.4% | +22.5% | +20.6% | −11.3% | +13.9% | −13.2% | −7.6% | +18.5% | −35.0% | +26.2% | −61.1pp |
| 2022 | +61.0% | +34.3% | −22.8% | −4.6% | +23.9% | −29.1% | +23.3% | +42.3% | +8.3% | +87.0% | +2.5% | +9.7% | +458.4% | −18.2% | +476.6pp |
| 2021 | +29.9% | +78.7% | +6.9% | −51.9% | +54.0% | −19.5% | −37.6% | +6.7% | −25.2% | −8.0% | −8.7% | −22.5% | −52.0% | +28.7% | −80.7pp |
| 2020 | −37.3% | −40.1% | −71.1% | +85.7% | +13.8% | +45.3% | −7.0% | −21.4% | −47.2% | −5.5% | +73.2% | −4.9% | −79.9% | +18.3% | −98.3pp |
| 2019 | +11.1% | +1.2% | −4.6% | +11.6% | −29.8% | +3.7% | −23.1% | −36.2% | −13.8% | −8.2% | −28.8% | +14.0% | −72.5% | +31.2% | −103.8pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | −9.7% | −30.1% | +16.1% | −26.7% | −4.6% | −22.2pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. KLXE is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
