| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KOS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +73.6% | +47.5% | +19.3% | +10.8% | −9.1% | −24.6% | +21.3% | — | — | — | — | — | +181.3% | +7.5% | +173.8pp |
| 2025 | −7.0% | −11.6% | −18.9% | −32.5% | +7.8% | +3.6% | +25.0% | −16.7% | −7.3% | −5.4% | −28.7% | −18.8% | −73.4% | +17.7% | −91.1pp |
| 2024 | −9.7% | +1.3% | −2.9% | −4.9% | +7.6% | −9.2% | −0.2% | −11.9% | −17.2% | −6.7% | +4.8% | −13.2% | −49.0% | +24.9% | −73.9pp |
| 2023 | +24.4% | −0.5% | −5.5% | −14.0% | −6.9% | +0.5% | +18.5% | +2.5% | +12.4% | −11.5% | −6.2% | −1.2% | +5.5% | +26.2% | −20.7pp |
| 2022 | +25.1% | +12.2% | +47.9% | −6.0% | +14.5% | −20.0% | +2.4% | +11.5% | −26.9% | +25.5% | +2.5% | −4.4% | +83.8% | −18.2% | +102.0pp |
| 2021 | −5.5% | +38.7% | −0.3% | −6.8% | +11.2% | +8.8% | −33.2% | +2.2% | +25.4% | +21.6% | +1.7% | −5.5% | +47.2% | +28.7% | +18.5pp |
| 2020 | −10.4% | −40.3% | −70.1% | +84.2% | +10.3% | −8.8% | −3.0% | −8.7% | −33.6% | +1.9% | +77.0% | +33.5% | −58.1% | +18.3% | −76.4pp |
| 2019 | +26.0% | +24.8% | −2.0% | +7.4% | −7.9% | +2.5% | −4.1% | +5.2% | −0.5% | −0.6% | −3.0% | −4.5% | +44.2% | +31.2% | +13.0pp |
| 2018 | +0.9% | −22.0% | +16.9% | +11.7% | +10.4% | +6.4% | −8.3% | +19.3% | +3.4% | −30.6% | −17.1% | −24.3% | −40.6% | −4.6% | −36.0pp |
| 2017 | −6.7% | −6.1% | +8.5% | −9.8% | −0.2% | +6.8% | +3.0% | +6.7% | +13.1% | −3.5% | +3.9% | −14.2% | −2.3% | +21.7% | −24.0pp |
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. KOS 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 16 | 16 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 53% | 60% | 47% | 40% | 40% | 50% | 44% | 60% | 47% | 40% | 47% | 33% |
| Median | +0.2% | +2.4% | −0.3% | −2.7% | −4.0% | −0.5% | −1.6% | +2.2% | −0.1% | −0.6% | −1.6% | −4.5% |
| Best | +73.6% | +47.5% | +47.9% | +84.2% | +14.5% | +8.8% | +25.0% | +19.3% | +25.4% | +32.4% | +77.0% | +33.5% |
| Worst | −12.1% | −40.3% | −70.1% | −32.5% | −14.4% | −24.6% | −33.2% | −16.7% | −33.6% | −30.6% | −28.7% | −24.3% |
| vs SPY ⓘ | −4.5pp | +1.6pp | −3.8pp | −0.8pp | −1.6pp | −3.8pp | −6.2pp | −0.4pp | −2.1pp | −2.9pp | −3.1pp | −7.4pp |
182 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
