| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.2% | +17.1% | −9.3% | +11.5% | −8.8% | +3.5% | +7.1% | — | — | — | — | — | +30.6% | +7.5% | +23.1pp |
| 2025 | +9.8% | −12.2% | −0.4% | +16.4% | +19.9% | +10.5% | −4.2% | +0.2% | +5.4% | −1.8% | +4.5% | +1.1% | +55.5% | +17.7% | +37.8pp |
| 2024 | +2.2% | +14.8% | +11.2% | +3.6% | +6.6% | −0.6% | +15.2% | −0.5% | −4.0% | +5.7% | +5.7% | −17.5% | +45.2% | +24.9% | +20.3pp |
| 2023 | +18.5% | −15.9% | −4.5% | +2.4% | −3.5% | +2.2% | +10.4% | +0.5% | +2.8% | −7.2% | +5.6% | +2.7% | +10.3% | +26.2% | −15.8pp |
| 2022 | +7.9% | −1.2% | +0.0% | −6.0% | +6.6% | −23.2% | −0.3% | −1.3% | −16.6% | +11.3% | +17.5% | +0.9% | −11.3% | −18.2% | +6.9pp |
| 2021 | −8.4% | +5.7% | +29.0% | −1.0% | +5.3% | −4.3% | −10.2% | +2.8% | +2.0% | +3.6% | −7.7% | +4.0% | +16.6% | +28.7% | −12.2pp |
| 2020 | −11.7% | −11.7% | −15.7% | +3.5% | −2.8% | +1.7% | +5.2% | +5.8% | +3.8% | +11.2% | +16.4% | −4.8% | −4.3% | +18.3% | −22.6pp |
| 2019 | +1.7% | −7.9% | −5.8% | +6.7% | −6.6% | +6.9% | −8.4% | −10.1% | +9.9% | +0.0% | +9.2% | +6.0% | −1.5% | +31.2% | −32.7pp |
| 2018 | +7.1% | −6.5% | −1.1% | −2.7% | −14.5% | −3.6% | +3.8% | −5.1% | +5.4% | −13.9% | +1.3% | −0.3% | −28.3% | −4.6% | −23.7pp |
| 2017 | +15.0% | +0.8% | +7.5% | −1.1% | +9.2% | +6.4% | +5.4% | −7.7% | −0.2% | +7.1% | +5.3% | +5.8% | +65.8% | +21.7% | +44.1pp |
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. KB 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.
