| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ALGM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +39.9% | −1.2% | −13.5% | +53.8% | −1.3% | +45.4% | −40.5% | — | — | — | — | — | +57.1% | +7.5% | +49.6pp |
| 2025 | +10.2% | −7.4% | +12.7% | −24.1% | +32.9% | +34.9% | −8.1% | −1.8% | −5.3% | +2.5% | −10.8% | −1.2% | +20.7% | +17.7% | +3.0pp |
| 2024 | −14.3% | +21.4% | −14.4% | +10.1% | +1.5% | −6.3% | −14.9% | +2.0% | −5.0% | −10.6% | +4.3% | +0.6% | −27.8% | +24.9% | −52.7pp |
| 2023 | +27.1% | +14.4% | +9.9% | −25.5% | +10.0% | +14.8% | +14.3% | −25.9% | −16.5% | −18.7% | +4.9% | +11.2% | +0.8% | +26.2% | −25.3pp |
| 2022 | −21.6% | +1.0% | −0.9% | −14.4% | +5.9% | −19.7% | +20.0% | −6.1% | −6.3% | +16.3% | +22.6% | −3.6% | −17.0% | −18.2% | +1.1pp |
| 2021 · part | — | — | −3.0% | −2.6% | +6.2% | +5.7% | −1.0% | +9.6% | +6.4% | +4.4% | −6.4% | +15.9% | +38.4% | +28.7% | +9.7pp |
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. ALGM 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 60% | 33% | 33% | 83% | 67% | 33% | 40% | 20% | 60% | 60% | 60% |
| Median | +10.2% | +1.0% | −2.0% | −8.5% | +6.1% | +10.2% | −4.6% | −1.8% | −5.3% | +2.5% | +4.3% | +0.6% |
| Best | +39.9% | +21.4% | +12.7% | +53.8% | +32.9% | +45.4% | +20.0% | +9.6% | +6.4% | +16.3% | +22.6% | +15.9% |
| Worst | −21.6% | −7.4% | −14.4% | −25.5% | −1.3% | −19.7% | −40.5% | −25.9% | −16.5% | −18.7% | −10.8% | −3.6% |
| vs SPY ⓘ | +7.5pp | +4.0pp | −6.1pp | −6.8pp | +5.6pp | +5.9pp | −7.0pp | −2.0pp | −7.1pp | −2.6pp | −4.3pp | +3.0pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
