| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ALLO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +34.3% | +51.1% | −12.2% | −12.7% | +1.9% | −4.1% | −5.3% | — | — | — | — | — | +43.8% | +9.3% | +34.5pp |
| 2025 | −15.5% | +8.3% | −25.1% | +15.1% | −30.4% | −3.4% | +8.8% | −8.1% | +9.7% | +0.0% | +17.7% | −6.2% | −35.7% | +17.7% | −53.4pp |
| 2024 | +9.7% | +39.5% | −9.0% | −38.3% | −9.4% | −6.8% | +26.2% | −10.5% | +6.5% | −8.7% | −2.9% | −14.1% | −33.6% | +24.9% | −58.5pp |
| 2023 | +22.7% | −17.7% | −22.2% | +9.9% | −3.3% | −5.3% | −0.2% | −21.6% | −18.5% | −11.0% | −16.7% | +36.6% | −49.0% | +26.2% | −75.1pp |
| 2022 | −23.3% | −20.1% | −0.4% | −8.3% | −5.0% | +43.8% | +13.9% | +5.6% | −21.2% | −4.6% | −4.3% | −36.2% | −57.8% | −18.2% | −39.7pp |
| 2021 | +37.5% | +0.0% | +1.7% | −12.4% | −16.9% | +1.5% | −15.8% | +8.7% | +7.8% | −32.9% | +7.3% | −19.3% | −40.9% | +28.7% | −69.6pp |
| 2020 | −16.4% | +24.3% | −28.0% | +48.7% | +66.6% | −11.1% | −14.4% | −2.8% | +5.8% | −10.1% | −8.5% | −18.7% | −2.8% | +18.3% | −21.2pp |
| 2019 | +12.6% | +4.5% | −8.8% | +3.6% | −12.4% | +2.4% | +15.5% | −12.2% | +0.1% | +5.7% | −2.2% | −7.8% | −3.5% | +31.2% | −34.8pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | — | +30.3% | −13.9% | +12.2% | −4.6% | +16.7pp |
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. ALLO 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 8 | 8 |
| Positive ⓘ | 63% | 75% | 13% | 50% | 25% | 38% | 50% | 29% | 71% | 14% | 38% | 13% |
| Median | +11.1% | +6.4% | −10.6% | −2.4% | −7.2% | −3.8% | +4.3% | −8.1% | +5.8% | −8.7% | −2.5% | −14.0% |
| Best | +37.5% | +51.1% | +1.7% | +48.7% | +66.6% | +43.8% | +26.2% | +8.7% | +9.7% | +5.7% | +30.3% | +36.6% |
| Worst | −23.3% | −20.1% | −28.0% | −38.3% | −30.4% | −11.1% | −15.8% | −21.6% | −21.2% | −32.9% | −16.7% | −36.2% |
| vs SPY ⓘ | +6.3pp | +5.4pp | −11.4pp | −0.0pp | −5.6pp | −6.6pp | +0.6pp | −10.2pp | +4.4pp | −7.9pp | −7.3pp | −11.2pp |
93 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
