| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AMLX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.3% | +6.2% | −8.4% | +15.1% | −10.3% | +25.2% | +9.9% | — | — | — | — | — | +63.3% | +7.5% | +55.8pp |
| 2025 | −3.4% | −10.1% | +7.9% | +44.4% | +0.8% | +24.5% | +25.3% | +16.8% | +44.9% | +2.5% | +7.5% | −19.4% | +219.6% | +17.7% | +201.9pp |
| 2024 | +8.7% | +17.8% | −84.9% | −36.3% | −5.0% | +10.5% | +8.4% | +7.8% | +45.9% | +66.7% | +2.6% | −31.8% | −74.3% | +24.9% | −99.2pp |
| 2023 | +6.1% | −11.2% | −15.7% | −3.2% | −13.1% | −12.6% | +8.7% | −8.1% | −15.1% | −10.9% | −13.2% | +4.0% | −60.2% | +26.2% | −86.3pp |
| 2022 | +141.2% | +41.9% | −60.9% | −30.0% | −1.2% | +116.6% | +40.1% | −6.5% | +11.5% | +26.7% | +7.6% | −3.7% | +284.5% | −18.2% | +302.7pp |
| 2018 · part | +4.3% | −10.7% | −7.2% | −2.4% | — | — | — | — | — | — | — | — | −15.7% | −4.6% | −11.1pp |
| 2017 · part | — | — | — | — | — | — | −5.4% | −5.8% | −1.5% | −8.8% | −5.0% | +0.2% | −23.7% | +21.7% | −45.5pp |
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. AMLX 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.
