| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ALLR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.4% | −3.0% | +12.4% | +23.9% | +21.5% | −21.3% | −10.1% | — | — | — | — | — | +7.4% | +7.5% | −0.1pp |
| 2025 | −4.3% | −28.7% | +17.3% | +28.1% | −27.8% | +16.6% | +3.0% | +48.1% | +2.6% | −8.2% | −8.3% | −18.8% | −7.7% | +17.7% | −25.4pp |
| 2024 | −21.1% | −11.0% | −22.1% | −78.9% | −51.5% | −65.4% | −14.5% | −0.3% | −61.6% | −33.6% | −21.4% | +6.4% | −99.6% | +24.9% | −124.5pp |
| 2023 | −14.9% | −26.0% | −73.7% | −73.8% | −40.0% | −37.5% | −61.5% | −27.2% | −59.6% | −25.4% | −0.7% | −0.3% | −99.9% | +26.2% | −126.0pp |
| 2022 | −21.3% | −48.2% | −51.8% | −24.0% | +82.6% | −53.4% | −9.1% | −2.5% | −6.0% | −49.1% | −19.8% | −34.6% | −97.2% | −18.2% | −79.0pp |
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. ALLR 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 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 0% | 0% | 40% | 40% | 40% | 20% | 20% | 25% | 25% | 0% | 0% | 25% |
| Median | −14.9% | −26.0% | −22.1% | −24.0% | −27.8% | −37.5% | −10.1% | −1.4% | −32.8% | −29.5% | −14.1% | −9.6% |
| Best | −4.3% | −3.0% | +17.3% | +28.1% | +82.6% | +16.6% | +3.0% | +48.1% | +2.6% | −8.2% | −0.7% | +6.4% |
| Worst | −21.3% | −48.2% | −73.7% | −78.9% | −51.5% | −65.4% | −61.5% | −27.2% | −61.6% | −49.1% | −21.4% | −34.6% |
| vs SPY ⓘ | −16.0pp | −23.5pp | −25.4pp | −15.2pp | −34.1pp | −44.0pp | −15.7pp | −0.5pp | −27.9pp | −28.0pp | −17.6pp | −11.9pp |
55 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
