| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BKE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.8% | +13.2% | −6.0% | +11.2% | −17.5% | −8.0% | +6.6% | — | — | — | — | — | −9.7% | +7.5% | −17.3pp |
| 2025 | −0.8% | −15.9% | −4.3% | −8.4% | +22.6% | +6.4% | +9.7% | +14.6% | +3.7% | −6.0% | +3.1% | −5.4% | +14.0% | +17.7% | −3.8pp |
| 2024 | −16.3% | +10.1% | −1.6% | −6.3% | +3.1% | −4.2% | +18.0% | −3.0% | +4.9% | −2.4% | +22.4% | −2.5% | +17.5% | +24.9% | −7.4pp |
| 2023 | +3.3% | −7.3% | −12.5% | −5.1% | −8.4% | +12.7% | +6.7% | −0.1% | −8.6% | +2.2% | +14.2% | +23.2% | +15.0% | +26.2% | −11.2pp |
| 2022 | −11.0% | −4.4% | −8.2% | −5.0% | +5.8% | −15.7% | +10.5% | +6.9% | −1.9% | +25.5% | +11.7% | +3.2% | +10.9% | −18.2% | +29.1pp |
| 2021 | +34.7% | −2.2% | +2.2% | +7.6% | +0.4% | +18.1% | −14.8% | −8.0% | +2.2% | +6.0% | +13.0% | +3.1% | +70.0% | +28.7% | +41.2pp |
| 2020 | −4.1% | −7.3% | −39.4% | +11.7% | −8.0% | +11.4% | +2.2% | +16.9% | +8.8% | +19.0% | +11.9% | +17.2% | +25.0% | +18.3% | +6.7pp |
| 2019 | −4.3% | +10.5% | −2.4% | +0.1% | −18.6% | +15.0% | +19.3% | −3.7% | +5.1% | +2.9% | +33.0% | −2.8% | +55.2% | +31.2% | +24.0pp |
| 2018 | −7.3% | +5.0% | +5.2% | +5.2% | +9.5% | +6.5% | −9.7% | +7.1% | −10.5% | −10.5% | −6.4% | +1.3% | −7.6% | −4.6% | −3.1pp |
| 2017 | −3.1% | −6.1% | −6.3% | +2.0% | −9.1% | +6.2% | −2.5% | −17.3% | +19.1% | −0.8% | +35.3% | +6.7% | +15.4% | +21.7% | −6.3pp |
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. BKE 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.
