| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HKD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.9% | +27.7% | −10.9% | +6.4% | +9.6% | −12.6% | +0.0% | — | — | — | — | — | +25.2% | +7.5% | +17.7pp |
| 2025 | −10.5% | −10.2% | −10.9% | −2.4% | +0.5% | −15.9% | +0.0% | −7.4% | +11.1% | +63.9% | −45.4% | −21.1% | −57.1% | +17.7% | −74.8pp |
| 2024 | −3.8% | −1.0% | −14.6% | −2.9% | +22.2% | −10.2% | −10.8% | −7.8% | +13.8% | −6.8% | −3.8% | −2.3% | −29.0% | +24.9% | −53.9pp |
| 2023 | +2.0% | −24.1% | −9.6% | +20.0% | −22.0% | −1.5% | +2.6% | −15.4% | −1.6% | −25.8% | +9.3% | −6.7% | −58.3% | +26.2% | −84.5pp |
| 2022 · part | — | — | — | — | — | — | — | −70.1% | −60.9% | −56.3% | −11.9% | −44.4% | −97.5% | −18.2% | −79.3pp |
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. HKD 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.
