| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | APYX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +14.9% | −18.7% | +12.8% | −9.8% | +20.0% | +12.4% | −8.2% | — | — | — | — | — | +17.7% | +9.3% | +8.4pp |
| 2025 | −8.9% | +0.7% | −5.5% | −24.1% | +50.0% | +44.2% | −15.1% | +4.2% | +7.5% | +41.6% | +32.3% | −12.7% | +121.5% | +17.7% | +103.8pp |
| 2024 | −14.5% | −6.3% | −35.2% | +5.1% | +15.4% | −18.8% | +1.5% | −2.2% | −6.8% | −5.6% | +37.6% | −1.9% | −39.7% | +24.9% | −64.6pp |
| 2023 | +24.8% | +11.3% | −11.4% | +18.1% | +86.2% | −20.5% | +11.1% | −16.6% | −31.3% | −28.4% | +3.1% | +11.0% | +12.0% | +26.2% | −14.2pp |
| 2022 | −10.3% | −12.0% | −35.5% | −42.3% | +61.0% | −3.5% | +61.4% | −39.4% | −21.6% | +11.4% | −64.8% | +33.0% | −81.7% | −18.2% | −63.6pp |
| 2021 | +29.0% | +12.5% | −7.6% | +4.9% | −3.4% | +5.3% | −12.7% | +31.2% | +17.3% | +3.2% | −6.1% | −4.5% | +78.1% | +28.7% | +49.3pp |
| 2020 | −10.3% | −20.3% | −40.7% | −5.3% | +30.6% | +25.0% | −19.1% | +2.2% | +2.6% | +27.8% | +27.1% | −5.9% | −14.9% | +18.3% | −33.2pp |
| 2019 · part | — | −19.0% | −10.1% | −20.9% | +20.8% | +11.4% | +7.7% | −1.8% | −4.8% | −2.5% | +20.9% | +6.0% | −2.4% | +31.2% | −33.6pp |
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. APYX 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 ⓘ | 7 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 43% | 38% | 13% | 38% | 88% | 63% | 50% | 43% | 43% | 57% | 71% | 43% |
| Median | −8.9% | −9.1% | −10.7% | −7.5% | +25.7% | +8.4% | −3.4% | −1.8% | −4.8% | +3.2% | +20.9% | −1.9% |
| Best | +29.0% | +12.5% | +12.8% | +18.1% | +86.2% | +44.2% | +61.4% | +31.2% | +17.3% | +41.6% | +37.6% | +33.0% |
| Worst | −14.5% | −20.3% | −40.7% | −42.3% | −3.4% | −20.5% | −19.1% | −39.4% | −31.3% | −28.4% | −64.8% | −12.7% |
| vs SPY ⓘ | −5.0pp | −10.3pp | −13.6pp | −19.1pp | +26.5pp | +4.6pp | −3.6pp | −4.5pp | −6.7pp | −3.8pp | +16.2pp | +0.5pp |
90 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
