| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ALTA.PA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.2% | +10.5% | −12.6% | −0.5% | −3.0% | −9.9% | +0.5% | — | — | — | — | — | −10.4% | +7.5% | −17.9pp |
| 2025 | +4.6% | +3.8% | −4.2% | +1.4% | +1.1% | −2.8% | +8.5% | −6.5% | +3.4% | −5.6% | +6.6% | +4.0% | +13.7% | +17.7% | −4.0pp |
| 2024 | +1.2% | −16.7% | +16.1% | +3.4% | +31.9% | −22.7% | +20.8% | −0.3% | +8.0% | −6.1% | −4.6% | +0.0% | +20.5% | +24.9% | −4.4pp |
| 2023 | −0.8% | +1.8% | −11.0% | +4.8% | −0.7% | −13.9% | −1.4% | −9.5% | −4.2% | −22.7% | +2.1% | +16.6% | −36.6% | +26.2% | −62.8pp |
| 2022 | −5.7% | −2.5% | +0.3% | −5.6% | −3.8% | −6.8% | +10.9% | −9.8% | −2.3% | +5.6% | +0.4% | −6.8% | −24.7% | −18.2% | −6.5pp |
| 2021 | −4.2% | +3.2% | +9.3% | +8.3% | +10.6% | −4.5% | +6.7% | +5.3% | −6.0% | −1.1% | −12.2% | +3.2% | +16.9% | +28.7% | −11.9pp |
| 2020 | +2.2% | −16.1% | −34.9% | −1.2% | +18.8% | −0.9% | −11.4% | +6.7% | −6.6% | −5.2% | +23.3% | +5.8% | −29.2% | +18.3% | −47.5pp |
| 2019 | +9.0% | +0.6% | +1.1% | +2.5% | −8.2% | +5.8% | +0.8% | +1.3% | +1.2% | +4.2% | −0.6% | +3.4% | +22.1% | +31.2% | −9.1pp |
| 2018 | −1.2% | −2.2% | +2.2% | +2.7% | −3.6% | +0.0% | −7.7% | +6.3% | +0.0% | −2.7% | −6.1% | −9.1% | −20.3% | −4.6% | −15.8pp |
| 2017 | −5.5% | +1.1% | +2.5% | +2.1% | +2.6% | +5.3% | −4.5% | +0.9% | +2.2% | −1.9% | −0.2% | +7.9% | +12.4% | +21.7% | −9.3pp |
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. ALTA.PA is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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.
