| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ATKR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.8% | −6.4% | −9.0% | +32.7% | +6.4% | −8.2% | −6.6% | — | — | — | — | — | +13.3% | +9.3% | +4.0pp |
| 2025 | −2.4% | −24.1% | −2.5% | +6.5% | +2.4% | +8.4% | +9.2% | −24.0% | +7.8% | +10.4% | −3.3% | −5.0% | −22.7% | +17.7% | −40.4pp |
| 2024 | −4.7% | +11.3% | +12.4% | −7.9% | −13.0% | −11.3% | +0.1% | −30.6% | −9.2% | +1.2% | +10.0% | −11.2% | −47.3% | +24.9% | −72.1pp |
| 2023 | +14.8% | +12.1% | −3.8% | −10.1% | −7.6% | +33.5% | +1.8% | −3.0% | −3.1% | −16.7% | +4.5% | +23.2% | +41.1% | +26.2% | +14.9pp |
| 2022 | −3.1% | −5.6% | −3.2% | −2.4% | +13.3% | −23.8% | +19.6% | −15.0% | −7.8% | +22.5% | +28.2% | −7.1% | +2.0% | −18.2% | +20.2pp |
| 2021 | +7.9% | +52.5% | +6.3% | +8.9% | −1.4% | −8.0% | +5.8% | +23.5% | −6.3% | +8.8% | +12.7% | +4.4% | +170.5% | +28.7% | +141.7pp |
| 2020 | −1.9% | −7.0% | −42.9% | +15.5% | +10.3% | +1.9% | −2.5% | +0.2% | −15.0% | −9.0% | +88.4% | +5.5% | +1.6% | +18.3% | −16.7pp |
| 2019 | +16.9% | −0.4% | −6.8% | +15.0% | −5.5% | +10.6% | +5.5% | +6.3% | +4.6% | +14.3% | +20.2% | −3.0% | +103.9% | +31.2% | +72.7pp |
| 2018 | +9.0% | −7.0% | −8.7% | −10.5% | +21.6% | −3.8% | +13.9% | +15.7% | −3.1% | −27.4% | +6.0% | −2.8% | −7.5% | −4.6% | −2.9pp |
| 2017 | +11.8% | −1.9% | +0.2% | −0.1% | −20.6% | +8.1% | −7.7% | −20.0% | +17.1% | −1.0% | +10.2% | +0.8% | −10.3% | +21.7% | −32.0pp |
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. ATKR 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 11 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 60% | 30% | 30% | 50% | 50% | 50% | 64% | 50% | 40% | 60% | 90% | 50% |
| Median | +8.5% | −3.8% | −3.5% | +3.2% | +0.5% | −1.0% | +1.8% | −1.4% | −3.1% | +0.8% | +11.4% | −1.0% |
| Best | +16.9% | +52.5% | +12.4% | +32.7% | +21.6% | +33.5% | +19.6% | +23.5% | +17.1% | +22.5% | +88.4% | +23.2% |
| Worst | −4.7% | −24.1% | −42.9% | −10.5% | −20.6% | −23.8% | −7.7% | −30.6% | −15.0% | −27.4% | −3.3% | −11.2% |
| vs SPY ⓘ | +5.8pp | −3.0pp | −5.0pp | +3.2pp | −0.6pp | −2.1pp | −1.2pp | −4.0pp | +1.5pp | +1.9pp | +8.8pp | −0.3pp |
121 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
