| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AAPU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.2% | +2.6% | −8.7% | +13.0% | +31.2% | −15.5% | +31.1% | — | — | — | — | — | +38.1% | +9.3% | +28.8pp |
| 2025 | −12.7% | +3.9% | −17.1% | −13.4% | −12.3% | +3.4% | +1.6% | +23.2% | +18.4% | +11.4% | +5.7% | −5.9% | −2.9% | +17.7% | −20.6pp |
| 2024 | −7.2% | −3.1% | −8.3% | −2.3% | +26.3% | +18.0% | +9.5% | +5.0% | +2.4% | −7.2% | +9.7% | +10.2% | +58.4% | +24.9% | +33.6pp |
| 2023 | +16.3% | +2.8% | +17.4% | +3.9% | +6.4% | +13.5% | +1.5% | −7.1% | −13.6% | −1.0% | +16.7% | +1.6% | +68.7% | +26.2% | +42.5pp |
| 2022 · part | — | — | — | — | — | — | — | — | −18.1% | +15.5% | −6.0% | −18.5% | −27.6% | −18.2% | −9.4pp |
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. AAPU 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.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 75% | 25% | 50% | 75% | 75% | 100% | 67% | 50% | 50% | 75% | 50% |
| Median | −8.7% | +2.7% | −8.5% | +0.8% | +16.4% | +8.5% | +5.5% | +5.0% | −5.6% | +5.2% | +7.7% | −2.1% |
| Best | +16.3% | +3.9% | +17.4% | +13.0% | +31.2% | +18.0% | +31.1% | +23.2% | +18.4% | +15.5% | +16.7% | +10.2% |
| Worst | −12.7% | −3.1% | −17.1% | −13.4% | −12.3% | −15.5% | +1.5% | −7.1% | −18.1% | −7.2% | −6.0% | −18.5% |
| vs SPY ⓘ | −10.2pp | +4.3pp | −7.6pp | +2.0pp | +13.6pp | +2.6pp | +3.8pp | +2.7pp | −4.3pp | +4.2pp | +4.6pp | −4.4pp |
47 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
