| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AASP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.4% | −7.8% | −1.1% | −1.1% | +24.7% | +3.4% | +6.7% | — | — | — | — | — | +7.6% | +7.5% | +0.0pp |
| 2025 | −14.5% | +5.1% | +57.5% | +28.5% | +15.0% | +4.3% | +5.0% | −4.8% | −13.5% | +6.0% | −9.1% | +19.0% | +116.4% | +17.7% | +98.6pp |
| 2024 | −64.2% | +114.3% | −10.0% | −1.2% | +0.0% | −47.5% | +66.7% | +82.6% | +11.1% | +40.8% | +80.0% | +52.8% | +368.5% | +24.9% | +343.6pp |
| 2023 | −7.7% | −8.6% | +11.1% | −20.0% | −41.7% | +42.9% | −15.0% | +41.2% | −4.2% | −13.0% | +45.0% | +102.4% | +83.4% | +26.2% | +57.3pp |
| 2022 | −28.3% | −2.3% | −21.4% | +54.5% | +0.0% | +2.0% | −17.3% | −14.0% | −10.8% | +21.2% | −30.0% | +14.3% | −46.7% | −18.2% | −28.5pp |
| 2021 | +332.4% | +15.0% | −23.1% | −3.8% | +28.0% | −6.9% | −2.7% | −41.4% | −39.8% | +77.3% | −0.3% | −33.7% | +76.5% | +28.7% | +47.7pp |
| 2020 | −8.6% | +6.3% | +5.9% | −28.3% | +4.7% | +11.1% | −14.7% | +0.8% | −32.6% | −2.3% | +23.5% | +61.9% | −2.9% | +18.3% | −21.2pp |
| 2019 | +10.8% | +58.5% | −43.1% | +16.2% | +74.4% | −36.0% | −4.2% | +52.2% | −42.9% | +25.0% | −32.0% | +2.9% | −5.4% | +31.2% | −36.6pp |
| 2018 | +13.8% | −17.1% | +46.6% | −6.1% | −42.4% | +60.9% | −39.2% | −11.1% | +12.5% | −17.8% | +59.5% | −37.3% | −39.8% | −4.6% | −35.3pp |
| 2017 | −5.7% | −39.4% | +27.5% | −29.4% | +19.4% | −9.3% | −10.3% | +71.4% | −15.0% | +2.0% | −11.5% | +33.7% | −12.1% | +21.7% | −33.8pp |
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. AASP is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 30% | 50% | 50% | 30% | 60% | 60% | 30% | 60% | 30% | 60% | 50% | 80% |
| Median | −8.1% | +1.4% | +2.4% | −2.5% | +9.8% | +2.7% | −7.2% | +2.4% | −12.2% | +4.0% | +11.6% | +26.3% |
| Best | +332.4% | +114.3% | +57.5% | +54.5% | +74.4% | +60.9% | +66.7% | +82.6% | +50.0% | +77.3% | +155.0% | +102.4% |
| Worst | −64.2% | −39.4% | −43.1% | −29.4% | −42.4% | −47.5% | −39.2% | −41.4% | −42.9% | −48.7% | −32.0% | −37.3% |
| vs SPY ⓘ | −11.2pp | +3.5pp | +5.6pp | −7.9pp | +4.3pp | +1.8pp | −9.0pp | −1.2pp | −9.3pp | +1.9pp | +6.6pp | +26.3pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
