| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AIR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +27.9% | +10.6% | −6.6% | +0.8% | +2.0% | +26.9% | −2.4% | — | — | — | — | — | +68.5% | +9.3% | +59.1pp |
| 2025 | +10.6% | −4.0% | −13.9% | −4.5% | +14.9% | +12.0% | +8.6% | +1.3% | +18.5% | −6.1% | −1.2% | −0.5% | +35.1% | +17.7% | +17.4pp |
| 2024 | −2.5% | +9.8% | −10.3% | +15.5% | +2.7% | +2.4% | −11.1% | +1.8% | −0.6% | −10.2% | +18.4% | −11.9% | −1.8% | +24.9% | −26.7pp |
| 2023 | +14.6% | +5.7% | +0.3% | −3.2% | −5.1% | +15.3% | +3.5% | +3.0% | −3.4% | −0.3% | +16.7% | −10.0% | +39.0% | +26.2% | +12.8pp |
| 2022 | +3.2% | +11.6% | +7.8% | −3.0% | +2.6% | −13.2% | +6.4% | −3.7% | −16.5% | +23.7% | +5.1% | −3.6% | +15.0% | −18.2% | +33.2pp |
| 2021 | −7.4% | +18.6% | +4.7% | −3.4% | +3.8% | −7.2% | −7.7% | −5.3% | −4.2% | +9.1% | −7.7% | +19.5% | +7.8% | +28.7% | −21.0pp |
| 2020 | −5.4% | −18.9% | −48.4% | +10.2% | +3.0% | +2.5% | −16.7% | +17.2% | −6.8% | +3.5% | +45.8% | +27.7% | −19.3% | +18.3% | −37.6pp |
| 2019 | +1.1% | −3.1% | −11.0% | +4.1% | −10.9% | +22.3% | +14.0% | +2.6% | −4.1% | +1.5% | +7.0% | +0.9% | +21.7% | +31.2% | −9.5pp |
| 2018 | +3.2% | +5.2% | +3.6% | −1.7% | +3.2% | +4.0% | +2.1% | −1.6% | +2.6% | −0.5% | −8.2% | −14.5% | −4.3% | −4.6% | +0.3pp |
| 2017 | −3.0% | +7.6% | −2.3% | +7.2% | −2.9% | −0.5% | +7.8% | −3.6% | +4.8% | +3.1% | +6.9% | −5.5% | +19.9% | +21.7% | −1.8pp |
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. AIR 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 62% | 52% | 43% | 52% | 67% | 67% | 48% | 48% | 62% | 71% | 62% |
| Median | +0.8% | +2.6% | +0.3% | −1.7% | +1.3% | +2.7% | +3.8% | −1.6% | −0.6% | +3.1% | +5.9% | +7.0% |
| Best | +27.9% | +18.6% | +12.5% | +20.2% | +14.9% | +26.9% | +27.1% | +17.2% | +29.0% | +23.7% | +45.8% | +27.7% |
| Worst | −22.3% | −27.1% | −48.4% | −14.9% | −22.0% | −29.8% | −16.7% | −19.6% | −29.3% | −10.6% | −8.4% | −14.5% |
| vs SPY ⓘ | −2.4pp | −0.3pp | −1.6pp | −2.5pp | −3.2pp | +3.5pp | +0.2pp | −1.0pp | +1.4pp | +4.3pp | +3.7pp | +5.2pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
