| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | APH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.6% | +1.4% | −13.3% | +16.6% | +1.0% | +18.7% | −14.8% | — | — | — | — | — | +11.6% | +7.5% | +4.1pp |
| 2025 | +1.9% | −5.9% | −1.3% | +17.3% | +16.9% | +10.0% | +7.9% | +2.2% | +13.8% | +12.6% | +1.1% | −3.9% | +96.1% | +17.7% | +78.4pp |
| 2024 | +2.0% | +8.1% | +5.8% | +4.7% | +9.6% | +2.0% | −4.6% | +5.0% | −3.1% | +2.9% | +8.4% | −4.2% | +41.3% | +24.9% | +16.4pp |
| 2023 | +4.8% | −2.8% | +6.3% | −7.6% | −0.0% | +12.9% | +4.0% | +0.1% | −4.7% | −4.1% | +13.0% | +9.2% | +32.2% | +26.2% | +6.0pp |
| 2022 | −9.0% | −4.5% | −0.6% | −5.1% | −0.9% | −8.9% | +19.8% | −4.7% | −8.7% | +13.2% | +6.1% | −5.1% | −12.0% | −18.2% | +6.2pp |
| 2021 | −4.5% | +0.6% | +5.2% | +2.1% | −0.1% | +1.9% | +6.0% | +5.7% | −4.3% | +4.8% | +5.0% | +8.8% | +34.9% | +28.7% | +6.2pp |
| 2020 | −8.1% | −7.8% | −20.3% | +21.1% | +9.4% | −0.5% | +10.4% | +3.8% | −1.2% | +4.2% | +15.9% | +0.2% | +22.1% | +18.3% | +3.8pp |
| 2019 | +8.5% | +6.9% | +0.7% | +5.4% | −12.6% | +10.5% | −2.7% | −6.2% | +10.5% | +4.0% | +3.7% | +4.3% | +34.9% | +31.2% | +3.7pp |
| 2018 | +5.7% | −1.5% | −5.6% | −2.8% | +3.8% | +0.5% | +7.3% | +1.1% | −0.4% | −4.8% | −1.7% | −7.6% | −6.8% | −4.6% | −2.3pp |
| 2017 | +0.4% | +2.5% | +3.1% | +1.6% | +3.2% | −0.8% | +3.8% | +5.6% | +4.8% | +2.8% | +4.1% | −2.9% | +31.8% | +21.7% | +10.1pp |
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. APH 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.
