| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AMLIF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +29.4% | −14.5% | −23.8% | +17.4% | −14.0% | −22.7% | −2.3% | — | — | — | — | — | −35.8% | +7.5% | −43.3pp |
| 2025 | −11.7% | −11.8% | −2.1% | −11.6% | +0.8% | −3.5% | +20.8% | +23.2% | +31.6% | +8.4% | +5.6% | −14.4% | +25.8% | +17.7% | +8.0pp |
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. AMLIF 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 50% | 0% | 0% | 50% | 50% | 0% | 50% | 100% | 100% | 100% | 100% | 0% |
| Median | +8.8% | −13.1% | −13.0% | +2.9% | −6.6% | −13.1% | +9.2% | +23.2% | +31.6% | +8.4% | +5.6% | −14.4% |
| Best | +29.4% | −11.8% | −2.1% | +17.4% | +0.8% | −3.5% | +20.8% | +23.2% | +31.6% | +8.4% | +5.6% | −14.4% |
| Worst | −11.7% | −14.5% | −23.8% | −11.6% | −14.0% | −22.7% | −2.3% | +23.2% | +31.6% | +8.4% | +5.6% | −14.4% |
| vs SPY ⓘ | +6.8pp | −12.1pp | −7.7pp | −1.9pp | −12.4pp | −15.2pp | +9.3pp | +21.1pp | +28.0pp | +6.0pp | +5.4pp | −14.5pp |
19 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
