| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ASTC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.5% | −12.2% | +86.1% | −39.4% | +1471.0% | −78.1% | −43.1% | — | — | — | — | — | +79.5% | +7.5% | +71.9pp |
| 2025 | −1.2% | −1.5% | −0.9% | −9.9% | −0.3% | −0.8% | −2.3% | −8.8% | −4.8% | −21.0% | −17.3% | +8.1% | −48.5% | +17.7% | −66.2pp |
| 2024 | −8.2% | +4.0% | +10.5% | +2.2% | +2.7% | −5.3% | −5.6% | +33.8% | −28.9% | −9.0% | −2.3% | −5.4% | −20.8% | +24.9% | −45.7pp |
| 2023 | +21.0% | +7.1% | −17.7% | −2.4% | +10.6% | +23.1% | −10.3% | −22.3% | +2.3% | −5.7% | −14.9% | +4.8% | −15.0% | +26.2% | −41.2pp |
| 2022 | −4.5% | +9.4% | +1.4% | −25.0% | +1.0% | −21.2% | +7.0% | +0.0% | −4.3% | −6.8% | −16.7% | −3.5% | −51.5% | −18.2% | −33.3pp |
| 2021 | +15.3% | +7.4% | +0.0% | −43.8% | −4.9% | +13.7% | −18.8% | +2.8% | −5.4% | −1.9% | −22.3% | −15.0% | −61.6% | +28.7% | −90.3pp |
| 2020 | −1.7% | −5.1% | +54.8% | +14.2% | −9.8% | +6.3% | +8.1% | −28.9% | −22.4% | +17.1% | −2.0% | −9.2% | −1.7% | +18.3% | −20.0pp |
| 2019 | +6.3% | −13.0% | −17.5% | +9.3% | −11.8% | −28.8% | +8.4% | −15.1% | −23.0% | −12.4% | +35.5% | −14.3% | −62.3% | +31.2% | −93.5pp |
| 2018 | +0.3% | −14.6% | −7.7% | −17.0% | −11.4% | +59.0% | +25.8% | −11.4% | −19.9% | +6.9% | −5.4% | +70.4% | +42.4% | −4.6% | +47.0pp |
| 2017 | −4.7% | +11.2% | −17.6% | −9.9% | −8.5% | −15.7% | −3.3% | −18.2% | +37.3% | −39.1% | −8.0% | +20.9% | −55.3% | +21.7% | −77.0pp |
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. ASTC 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.
