| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KOD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −18.6% | +17.7% | +42.2% | +14.1% | −15.6% | +6.1% | +9.1% | — | — | — | — | — | +52.0% | +9.3% | +42.7pp |
| 2025 | −35.7% | −35.8% | −31.8% | +55.4% | −22.0% | +9.7% | +76.4% | +37.4% | +81.1% | +10.8% | +26.8% | +21.7% | +181.0% | +17.7% | +163.3pp |
| 2024 | +31.9% | +49.9% | −12.5% | −39.0% | −0.9% | −26.1% | +23.8% | −13.7% | +4.0% | +45.6% | +75.5% | +49.2% | +227.3% | +24.9% | +202.4pp |
| 2023 | +12.8% | −19.6% | −4.6% | −29.4% | +35.4% | +16.4% | −56.7% | −26.4% | −18.2% | −19.4% | +66.9% | +25.6% | −57.5% | +26.2% | −83.7pp |
| 2022 | −30.8% | −85.3% | −10.6% | −22.0% | +20.3% | +5.5% | +30.2% | +0.6% | −22.7% | −7.2% | +2.8% | −3.0% | −91.6% | −18.2% | −73.4pp |
| 2021 | −14.0% | +2.1% | −12.1% | +6.6% | −30.8% | +11.2% | −9.8% | +12.3% | +1.9% | +22.0% | −21.6% | −7.7% | −42.3% | +28.7% | −71.0pp |
| 2020 | −15.1% | +4.7% | −25.4% | +14.4% | +18.4% | −16.2% | −14.4% | +13.5% | +12.6% | +53.4% | +50.5% | +7.5% | +104.2% | +18.3% | +85.9pp |
| 2019 | +8.2% | −8.9% | −6.7% | +13.6% | +33.2% | +18.4% | +5.2% | −10.6% | +30.7% | +44.0% | +42.9% | +143.1% | +913.4% | +31.2% | +882.2pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | — | −6.7% | −23.2% | −28.4% | −4.6% | −23.8pp |
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. KOD 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 8 | 8 |
| Positive ⓘ | 38% | 50% | 13% | 63% | 50% | 75% | 63% | 57% | 71% | 71% | 75% | 63% |
| Median | −14.6% | −3.4% | −11.4% | +10.1% | +8.8% | +7.9% | +7.1% | +0.6% | +4.0% | +22.0% | +34.8% | +14.6% |
| Best | +31.9% | +49.9% | +42.2% | +55.4% | +35.4% | +18.4% | +76.4% | +37.4% | +81.1% | +53.4% | +75.5% | +143.1% |
| Worst | −35.7% | −85.3% | −31.8% | −39.0% | −30.8% | −26.1% | −56.7% | −26.4% | −22.7% | −19.4% | −21.6% | −23.2% |
| vs SPY ⓘ | −14.0pp | −6.4pp | −13.7pp | +1.5pp | +3.8pp | +8.1pp | +6.7pp | +4.7pp | +6.6pp | +15.0pp | +32.9pp | +12.4pp |
93 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
