| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KLC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.1% | −25.1% | −37.1% | +78.6% | −8.9% | +18.7% | +26.6% | — | — | — | — | — | +24.5% | +9.3% | +15.2pp |
| 2025 | +16.5% | −6.2% | −40.4% | +5.8% | +0.1% | −17.7% | −4.9% | −25.2% | −7.6% | −11.1% | −32.5% | +8.5% | −75.7% | +17.7% | −93.4pp |
| 2024 · part | — | — | — | — | — | — | — | — | — | — | −18.4% | −25.2% | −39.0% | +24.9% | −63.8pp |
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. KLC 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 2 | 2 |
| Positive ⓘ | 100% | 0% | 0% | 100% | 50% | 50% | 50% | 0% | 0% | 0% | 0% | 50% |
| Median | +12.3% | −15.6% | −38.8% | +42.2% | −4.4% | +0.5% | +10.9% | −25.2% | −7.6% | −11.1% | −25.5% | −8.3% |
| Best | +16.5% | −6.2% | −37.1% | +78.6% | +0.1% | +18.7% | +26.6% | −25.2% | −7.6% | −11.1% | −18.4% | +8.5% |
| Worst | +8.1% | −25.1% | −40.4% | +5.8% | −8.9% | −17.7% | −4.9% | −25.2% | −7.6% | −11.1% | −32.5% | −25.2% |
| vs SPY ⓘ | +10.2pp | −14.5pp | −33.5pp | +37.4pp | −10.2pp | −1.5pp | +10.1pp | −27.2pp | −11.2pp | −13.5pp | −28.6pp | −7.2pp |
21 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
