| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BKCH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.8% | −13.5% | −16.8% | +42.5% | +24.6% | −18.5% | −9.2% | — | — | — | — | — | +6.6% | +9.3% | −2.7pp |
| 2025 | +6.1% | −20.0% | −24.1% | +11.0% | +12.5% | +27.8% | +11.9% | +8.2% | +35.2% | +21.8% | −22.8% | −21.2% | +24.7% | +17.7% | +7.0pp |
| 2024 | −26.3% | +38.0% | +8.4% | −21.9% | +12.0% | +14.3% | +0.7% | −15.4% | +8.2% | +8.5% | +39.2% | −27.8% | +10.8% | +24.9% | −14.1pp |
| 2023 | +64.1% | −5.8% | +11.7% | +5.3% | +9.4% | +20.4% | +24.6% | −28.1% | −15.6% | +1.3% | +31.1% | +49.5% | +259.0% | +26.2% | +232.8pp |
| 2022 | — | — | — | — | — | — | −67.9% | −2.0% | −14.3% | −0.5% | −29.3% | −22.0% | −85.2% | −18.2% | −67.1pp |
| 2021 | — | — | — | — | — | — | — | +16.8% | −18.7% | +32.3% | +3.5% | −32.7% | −12.4% | +28.7% | −41.2pp |
| 2019 · part | — | — | +0.4% | +4.2% | −6.0% | +4.3% | +3.6% | −3.6% | −7.1% | — | — | — | −4.7% | +31.2% | −36.0pp |
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. BKCH is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 4 | 4 | 5 | 5 | 5 | 5 | 6 | 6 | 6 | 5 | 5 | 5 |
| Positive ⓘ | 75% | 25% | 60% | 80% | 80% | 80% | 67% | 33% | 33% | 80% | 60% | 20% |
| Median | +9.4% | −9.6% | +0.4% | +5.3% | +12.0% | +14.3% | +2.2% | −2.8% | −10.7% | +8.5% | +3.5% | −22.0% |
| Best | +64.1% | +38.0% | +11.7% | +42.5% | +24.6% | +27.8% | +24.6% | +16.8% | +35.2% | +32.3% | +39.2% | +49.5% |
| Worst | −26.3% | −20.0% | −24.1% | −21.9% | −6.0% | −18.5% | −67.9% | −28.1% | −18.7% | −0.5% | −29.3% | −32.7% |
| vs SPY ⓘ | +7.3pp | −8.0pp | −1.4pp | +3.7pp | +6.9pp | +10.8pp | +0.8pp | +0.1pp | −7.0pp | +9.4pp | +4.3pp | −21.3pp |
61 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
