| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AORT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.6% | −5.6% | −4.9% | −2.2% | −38.1% | +1.3% | +23.1% | — | — | — | — | — | −39.3% | +9.3% | −48.7pp |
| 2025 | +8.3% | −17.9% | −3.3% | −3.6% | +24.9% | +5.1% | −0.6% | +42.1% | −3.6% | +7.2% | +2.8% | −2.3% | +59.5% | +17.7% | +41.8pp |
| 2024 | −6.5% | +15.4% | +9.6% | −7.3% | +20.3% | +8.7% | +5.8% | −0.0% | −1.9% | −1.1% | +12.1% | −3.2% | +59.9% | +24.9% | +35.0pp |
| 2023 | +7.6% | +1.5% | −1.1% | +5.9% | +8.0% | +14.8% | +1.3% | −2.9% | −10.4% | −16.0% | +39.2% | +0.8% | +47.5% | +26.2% | +21.3pp |
| 2022 · part | — | +9.8% | +9.4% | −5.1% | −3.6% | −3.5% | +3.8% | +13.1% | −37.5% | −19.4% | +14.6% | −5.2% | −31.9% | −18.2% | −13.7pp |
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. AORT 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 ⓘ | 4 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 60% | 40% | 20% | 60% | 80% | 80% | 50% | 0% | 25% | 100% | 25% |
| Median | +0.6% | +1.5% | −1.1% | −3.6% | +8.0% | +5.1% | +3.8% | +6.5% | −7.0% | −8.5% | +13.4% | −2.7% |
| Best | +8.3% | +15.4% | +9.6% | +5.9% | +24.9% | +14.8% | +23.1% | +42.1% | −1.9% | +7.2% | +39.2% | +0.8% |
| Worst | −10.6% | −17.9% | −4.9% | −7.3% | −38.1% | −3.5% | −0.6% | −2.9% | −37.5% | −19.4% | +2.8% | −5.2% |
| vs SPY ⓘ | −3.4pp | +4.0pp | +2.3pp | −2.8pp | +7.5pp | +4.8pp | −1.9pp | +7.9pp | −6.4pp | −7.0pp | +7.6pp | −1.5pp |
54 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
