| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KGF.L | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.4% | +10.3% | −24.8% | +0.2% | +6.4% | −4.7% | +10.0% | — | — | — | — | — | −0.4% | +9.3% | −9.7pp |
| 2025 | −1.0% | +0.2% | +2.7% | +13.4% | −3.3% | −1.5% | −1.1% | −4.8% | +19.9% | +0.0% | −1.0% | +2.3% | +25.7% | +17.7% | +8.0pp |
| 2024 | −9.4% | +6.4% | +6.4% | −0.5% | +6.4% | −5.8% | +11.1% | +2.9% | +13.3% | −9.2% | −15.4% | +0.5% | +2.2% | +24.9% | −22.7pp |
| 2023 | +18.2% | +2.9% | −9.1% | −1.4% | −10.3% | +0.3% | +6.6% | −5.3% | −4.6% | −6.0% | +4.6% | +10.9% | +3.0% | +26.2% | −23.1pp |
| 2022 | −2.1% | −7.5% | −16.6% | −0.8% | +4.1% | −7.3% | +5.9% | −10.2% | −5.0% | −0.7% | +10.1% | −2.1% | −30.2% | −18.2% | −12.0pp |
| 2021 | +2.7% | −4.4% | +19.9% | +12.3% | +0.8% | +1.2% | +1.1% | −4.9% | −3.9% | −0.4% | −5.4% | +6.8% | +25.1% | +28.7% | −3.6pp |
| 2020 | −6.0% | −7.2% | −24.0% | +9.3% | +23.5% | +13.7% | +9.6% | +11.7% | +9.8% | −3.2% | −4.7% | −1.2% | +24.6% | +18.3% | +6.3pp |
| 2019 | +7.3% | +8.7% | −3.0% | +12.5% | −19.0% | +0.5% | +3.5% | −12.6% | +6.4% | +0.2% | +1.3% | +3.4% | +4.6% | +31.2% | −26.6pp |
| 2018 | +2.8% | +3.1% | −18.3% | +3.9% | +0.5% | −2.7% | −0.1% | −7.8% | −5.7% | −1.3% | −1.8% | −17.0% | −38.6% | −4.6% | −34.0pp |
| 2017 | −4.0% | −2.1% | −0.9% | +4.7% | −4.7% | −7.5% | −2.1% | +1.5% | −0.1% | +4.7% | +6.8% | +1.1% | −3.6% | +21.7% | −25.3pp |
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. KGF.L 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 44% | 76% | 47% | 59% | 59% | 29% | 65% | 38% | 63% | 38% | 38% | 63% |
| Median | −1.0% | +2.7% | −0.3% | +3.9% | +0.8% | −4.7% | +3.5% | −4.0% | +1.1% | −1.0% | −1.1% | +1.7% |
| Best | +18.2% | +11.1% | +19.9% | +16.6% | +23.5% | +13.7% | +15.9% | +11.7% | +19.9% | +9.6% | +10.1% | +12.1% |
| Worst | −9.4% | −7.5% | −24.8% | −7.7% | −19.0% | −12.2% | −16.3% | −12.6% | −5.7% | −9.2% | −15.4% | −17.0% |
| vs SPY ⓘ | −1.7pp | +1.4pp | −1.1pp | +3.5pp | +0.2pp | −4.1pp | −1.4pp | −0.7pp | +3.7pp | −3.1pp | −2.9pp | +0.9pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
