| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ARQT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.6% | +6.3% | −12.6% | −1.4% | −7.6% | +22.2% | +6.8% | — | — | — | — | — | −3.6% | +9.3% | −13.0pp |
| 2025 | −5.0% | +3.4% | +14.2% | −4.7% | −12.5% | +7.5% | +4.0% | +6.4% | +21.5% | +34.3% | +21.1% | −5.3% | +108.5% | +17.7% | +90.8pp |
| 2024 | +81.7% | +75.1% | −3.6% | −16.0% | +0.5% | +11.2% | +8.3% | +8.0% | −14.5% | −10.6% | +56.9% | +6.8% | +331.3% | +24.9% | +306.4pp |
| 2023 | +12.0% | −2.4% | −32.0% | +25.8% | −45.7% | +26.9% | +14.5% | −21.7% | −37.8% | −57.6% | −18.2% | +75.5% | −78.2% | +26.2% | −104.4pp |
| 2022 | −27.1% | +17.8% | +8.2% | +4.8% | +3.4% | +2.1% | +13.8% | +11.1% | −29.1% | −7.5% | −2.5% | −14.1% | −28.6% | −18.2% | −10.5pp |
| 2021 | −3.0% | +25.2% | −15.3% | +15.8% | −21.3% | +3.6% | −14.5% | −9.3% | +12.8% | −11.3% | −21.8% | +25.2% | −26.3% | +28.7% | −55.0pp |
| 2020 · part | — | +21.9% | +12.1% | −0.3% | +12.9% | −9.9% | −11.7% | −6.1% | +16.9% | −39.2% | +52.2% | +3.7% | +29.0% | +18.3% | +10.7pp |
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. ARQT 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 ⓘ | 6 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 33% | 86% | 43% | 43% | 43% | 86% | 71% | 50% | 50% | 17% | 50% | 67% |
| Median | −4.0% | +17.8% | −3.6% | −0.3% | −7.6% | +7.5% | +6.8% | +0.2% | −0.8% | −11.0% | +9.3% | +5.3% |
| Best | +81.7% | +75.1% | +14.2% | +25.8% | +12.9% | +26.9% | +14.5% | +11.1% | +21.5% | +34.3% | +56.9% | +75.5% |
| Worst | −27.1% | −2.4% | −32.0% | −16.0% | −45.7% | −9.9% | −14.5% | −21.7% | −37.8% | −57.6% | −21.8% | −14.1% |
| vs SPY ⓘ | −4.8pp | +20.8pp | −6.9pp | −3.8pp | −12.8pp | +7.7pp | +4.6pp | −3.9pp | +0.4pp | −17.0pp | +6.4pp | +4.6pp |
78 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
