| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AMKBY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.0% | −0.1% | +3.6% | −5.2% | +4.2% | −3.7% | +11.9% | — | — | — | — | — | +19.2% | +9.3% | +9.8pp |
| 2025 | −11.0% | +19.2% | +8.8% | −2.0% | +5.6% | +3.0% | +6.7% | +3.7% | −4.7% | +5.5% | −3.3% | +14.9% | +52.1% | +17.7% | +34.4pp |
| 2024 | +2.9% | −23.3% | −2.6% | +15.3% | +24.8% | −4.2% | −4.5% | −10.1% | +12.8% | −6.3% | +8.2% | −3.0% | +0.9% | +24.9% | −24.0pp |
| 2023 | −3.4% | +7.7% | +5.2% | −0.3% | −7.1% | +4.8% | +16.9% | −11.4% | −1.1% | −7.6% | −5.4% | +13.9% | +8.3% | +26.2% | −17.9pp |
| 2022 | +0.6% | −11.9% | +6.4% | −3.7% | +1.1% | −20.2% | +16.8% | −11.9% | −24.3% | +15.3% | +3.9% | +3.1% | −29.6% | −18.2% | −11.4pp |
| 2021 | −6.0% | +2.9% | +11.0% | +6.9% | +11.0% | +4.8% | −3.8% | +2.2% | −4.9% | +7.1% | +3.9% | +18.9% | +65.2% | +28.7% | +36.5pp |
| 2020 | −17.5% | −15.5% | −7.9% | +10.5% | −2.4% | +20.3% | +9.5% | +20.2% | +3.2% | +1.1% | +27.0% | +9.8% | +59.4% | +18.3% | +41.1pp |
| 2019 | +7.2% | −0.3% | −5.5% | +17.5% | −19.7% | +18.0% | −10.6% | −4.4% | +6.8% | +12.3% | +9.6% | +3.8% | +31.3% | +31.2% | +0.1pp |
| 2018 | +2.5% | −7.8% | −4.8% | +4.3% | −7.9% | −16.7% | +16.0% | +8.6% | −9.5% | −10.3% | +14.4% | −13.5% | −27.0% | −4.6% | −22.5pp |
| 2017 | +4.9% | −2.9% | +3.3% | +4.9% | +10.6% | +5.8% | +8.2% | −5.1% | −7.3% | +0.1% | −7.2% | −2.2% | +11.5% | +21.7% | −10.2pp |
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. AMKBY 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 60% | 30% | 60% | 60% | 60% | 60% | 70% | 50% | 30% | 70% | 60% | 70% |
| Median | +1.5% | −1.6% | +3.5% | +4.6% | +2.7% | +3.9% | +8.8% | −1.1% | −2.9% | +2.6% | +3.9% | +6.8% |
| Best | +8.0% | +19.2% | +11.0% | +17.5% | +24.8% | +20.3% | +16.9% | +20.2% | +12.8% | +15.3% | +27.0% | +20.5% |
| Worst | −17.5% | −23.3% | −7.9% | −5.2% | −19.7% | −20.2% | −10.6% | −11.9% | −24.3% | −10.3% | −13.6% | −13.5% |
| vs SPY ⓘ | −2.0pp | −3.9pp | +2.9pp | +2.7pp | −0.8pp | −1.9pp | +5.2pp | −1.7pp | −0.7pp | +1.6pp | +0.3pp | +7.5pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
