| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AOTG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.3% | −8.2% | −4.1% | +18.1% | +15.9% | +0.4% | −7.3% | — | — | — | — | — | +8.4% | +9.3% | −1.0pp |
| 2025 | +5.1% | −7.6% | −9.7% | +4.2% | +11.9% | +9.2% | +3.9% | +0.4% | +5.4% | +7.3% | −5.7% | +0.8% | +25.3% | +17.7% | +7.5pp |
| 2024 | +2.2% | +10.4% | +1.0% | −5.8% | +2.3% | +5.2% | −1.7% | +4.6% | +3.1% | +2.5% | +9.5% | −3.7% | +32.2% | +24.9% | +7.3pp |
| 2023 | +16.6% | −1.6% | +6.9% | −3.2% | +13.7% | +4.9% | +6.1% | −4.8% | −7.0% | −4.1% | +12.9% | +7.3% | +54.6% | +26.2% | +28.4pp |
| 2022 · part | — | — | — | — | — | — | +14.5% | −4.2% | −12.1% | +2.3% | +1.9% | −9.4% | −8.9% | −18.2% | +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. AOTG 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 | 4 | 4 | 4 | 4 | 4 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 25% | 50% | 50% | 100% | 100% | 60% | 50% | 50% | 75% | 75% | 50% |
| Median | +3.6% | −4.6% | −1.6% | +0.5% | +12.8% | +5.0% | +3.9% | −1.9% | −2.0% | +2.4% | +5.7% | −1.4% |
| Best | +16.6% | +10.4% | +6.9% | +18.1% | +15.9% | +9.2% | +14.5% | +4.6% | +5.4% | +7.3% | +12.9% | +7.3% |
| Worst | −3.3% | −8.2% | −9.7% | −5.8% | +2.3% | +0.4% | −7.3% | −4.8% | −12.1% | −4.1% | −5.7% | −9.4% |
| vs SPY ⓘ | +1.5pp | −2.7pp | −0.7pp | +1.6pp | +8.1pp | +1.5pp | +1.6pp | −0.9pp | −0.7pp | +0.7pp | −0.1pp | −0.3pp |
49 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
