| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AIEV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −57.5% | +24.3% | +160.9% | −49.7% | −11.6% | +4.4% | −34.1% | — | — | — | — | — | −57.8% | +7.5% | −65.4pp |
| 2025 | −38.6% | −13.7% | −37.3% | −91.8% | +25.0% | +633.3% | −18.2% | −2.2% | +297.7% | −52.6% | −21.7% | +100.8% | −40.7% | +17.7% | −58.4pp |
| 2024 · part | — | — | — | — | — | — | −59.8% | −2.9% | −30.1% | −26.7% | +42.4% | −6.4% | −73.3% | +24.9% | −98.2pp |
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. AIEV 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 50% | 50% | 0% | 50% | 100% | 0% | 0% | 50% | 0% | 50% | 50% |
| Median | −48.1% | +5.3% | +61.8% | −70.8% | +6.7% | +318.9% | −34.1% | −2.5% | +133.8% | −39.6% | +10.4% | +47.2% |
| Best | −38.6% | +24.3% | +160.9% | −49.7% | +25.0% | +633.3% | −18.2% | −2.2% | +297.7% | −26.7% | +42.4% | +100.8% |
| Worst | −57.5% | −13.7% | −37.3% | −91.8% | −11.6% | +4.4% | −59.8% | −2.9% | −30.1% | −52.6% | −21.7% | −6.4% |
| vs SPY ⓘ | −50.1pp | +6.4pp | +67.0pp | −75.6pp | +0.9pp | +316.8pp | −31.8pp | −4.7pp | +131.0pp | −40.4pp | +7.3pp | +48.4pp |
25 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
