| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KOP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.8% | +28.3% | +2.6% | +5.6% | +0.1% | +10.0% | +9.1% | — | — | — | — | — | +81.7% | +9.3% | +72.4pp |
| 2025 | −8.1% | −2.2% | −3.6% | −10.5% | +22.9% | +4.7% | +2.2% | −11.6% | −3.4% | +0.8% | +5.4% | −8.7% | −15.5% | +17.7% | −33.2pp |
| 2024 | −0.2% | +10.7% | −2.4% | −7.1% | −13.4% | −16.6% | +10.1% | −2.6% | −7.7% | −6.9% | +13.3% | −15.8% | −36.3% | +24.9% | −61.2pp |
| 2023 | +22.7% | +3.7% | −2.4% | −6.2% | −11.6% | +17.7% | +12.2% | +0.2% | +3.3% | −7.5% | +23.7% | +13.4% | +82.8% | +26.2% | +56.7pp |
| 2022 | −4.5% | −4.2% | −3.7% | −11.8% | +11.9% | −16.5% | +4.0% | −2.8% | −9.0% | +20.1% | +19.5% | −5.3% | −9.2% | −18.2% | +8.9pp |
| 2021 | +6.8% | +0.4% | +4.0% | −4.4% | +4.3% | −6.7% | −5.1% | +7.1% | −5.0% | +12.3% | −13.9% | +3.6% | +0.4% | +28.7% | −28.3pp |
| 2020 | −17.9% | −30.3% | −43.4% | +27.4% | +5.1% | +13.7% | +33.6% | −4.4% | −13.1% | +7.3% | +20.7% | +15.1% | −18.5% | +18.3% | −36.8pp |
| 2019 | +33.7% | +7.9% | +5.7% | +2.9% | −0.3% | +10.1% | −7.0% | −2.9% | +10.2% | +9.9% | +15.4% | +3.2% | +124.3% | +31.2% | +93.1pp |
| 2018 | −10.0% | −11.8% | +1.7% | +6.6% | −8.0% | −4.8% | −2.1% | −5.6% | −12.1% | −14.1% | −30.3% | −8.6% | −66.5% | −4.6% | −62.0pp |
| 2017 | +0.4% | +8.4% | −3.4% | +0.2% | −15.1% | +0.3% | +0.4% | +8.0% | +17.7% | +5.2% | +2.8% | +2.0% | +26.3% | +21.7% | +4.6pp |
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. KOP 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 ⓘ | 20 | 20 | 21 | 21 | 21 | 21 | 21 | 20 | 20 | 20 | 20 | 20 |
| Positive ⓘ | 40% | 60% | 71% | 67% | 43% | 52% | 57% | 45% | 45% | 70% | 70% | 65% |
| Median | −3.5% | +0.6% | +4.0% | +2.9% | −1.3% | +0.3% | +1.2% | −1.1% | −2.2% | +4.1% | +6.2% | +3.4% |
| Best | +33.7% | +28.3% | +28.1% | +30.6% | +34.8% | +21.4% | +33.6% | +24.9% | +34.4% | +29.2% | +23.7% | +25.1% |
| Worst | −30.1% | −30.3% | −43.4% | −11.8% | −15.1% | −17.0% | −17.9% | −18.7% | −22.9% | −36.4% | −30.3% | −20.1% |
| vs SPY ⓘ | −2.0pp | −0.9pp | +2.2pp | +0.5pp | −1.0pp | −0.4pp | −1.6pp | −0.7pp | −0.0pp | +3.2pp | +3.7pp | +0.6pp |
245 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
