| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ASTE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.5% | +27.4% | −13.1% | +20.8% | −22.3% | +21.5% | −16.7% | — | — | — | — | — | +18.3% | +7.5% | +10.8pp |
| 2025 | +3.9% | +1.9% | −2.8% | +5.2% | +8.8% | +6.1% | −4.9% | +17.1% | +4.0% | −3.3% | −4.6% | −2.1% | +30.6% | +17.7% | +12.9pp |
| 2024 | −4.3% | +14.0% | +8.0% | −4.4% | −22.0% | −8.7% | +18.3% | −3.2% | −5.6% | −0.5% | +21.9% | −13.0% | −8.4% | +24.9% | −33.3pp |
| 2023 | +8.6% | +2.0% | −8.1% | +0.1% | −10.4% | +23.3% | +8.7% | +11.2% | −14.1% | −15.0% | −22.0% | +19.7% | −7.3% | +26.2% | −33.5pp |
| 2022 | −8.6% | −21.3% | −13.4% | −9.1% | +20.0% | −12.8% | +20.5% | −22.1% | −18.3% | +39.9% | +1.7% | −8.1% | −40.6% | −18.2% | −22.4pp |
| 2021 | +2.7% | +14.2% | +11.2% | −0.5% | −8.5% | −8.2% | −2.6% | −0.1% | −12.0% | −0.8% | +17.6% | +10.5% | +20.5% | +28.7% | −8.3pp |
| 2020 | −1.8% | −8.9% | −6.6% | +14.7% | +6.2% | +9.0% | −3.9% | +19.0% | +2.9% | −6.4% | +14.4% | −0.2% | +39.5% | +18.3% | +21.2pp |
| 2019 | +22.6% | +3.1% | −0.8% | −10.7% | −12.4% | +10.6% | +0.4% | −15.3% | +12.7% | +12.8% | +7.1% | +12.1% | +40.9% | +31.2% | +9.7pp |
| 2018 | +6.7% | −5.6% | −6.2% | +0.7% | +5.5% | +2.2% | −17.8% | −0.7% | +3.6% | −25.4% | −4.9% | −15.4% | −47.9% | −4.6% | −43.4pp |
| 2017 | +3.7% | −9.7% | −2.5% | +3.0% | −11.5% | −0.8% | −9.4% | −1.0% | +12.7% | −7.2% | +6.8% | +5.7% | −12.7% | +21.7% | −34.4pp |
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. ASTE 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.
