| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KROS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.0% | −20.8% | −22.2% | +0.7% | +1.2% | −4.9% | −6.8% | — | — | — | — | — | −51.0% | +7.5% | −58.6pp |
| 2025 | −28.0% | −2.8% | −8.0% | +41.7% | −2.0% | −5.7% | +7.3% | +6.2% | +4.0% | −3.8% | +14.8% | +16.5% | +28.6% | +17.7% | +10.9pp |
| 2024 | +39.2% | +21.9% | −1.9% | −14.8% | −16.9% | −2.5% | +9.8% | −9.6% | +28.0% | −0.1% | −0.5% | −72.6% | −60.2% | +24.9% | −85.1pp |
| 2023 | +22.0% | −9.1% | −19.8% | +3.9% | +7.9% | −16.0% | +4.2% | −16.2% | −9.2% | −10.5% | +6.3% | +31.0% | −17.2% | +26.2% | −43.4pp |
| 2022 | −20.7% | +15.8% | +1.3% | −2.5% | −36.2% | −18.3% | +16.1% | +10.3% | +6.4% | +33.8% | −1.0% | −3.7% | −17.9% | −18.2% | +0.2pp |
| 2021 · part | — | — | −6.0% | −4.5% | −7.2% | −22.2% | −13.4% | −8.6% | +17.6% | +5.5% | +33.7% | +4.9% | −10.6% | +28.7% | −39.4pp |
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. KROS 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 40% | 17% | 50% | 33% | 0% | 67% | 40% | 80% | 40% | 60% | 60% |
| Median | −12.0% | −2.8% | −7.0% | −0.9% | −4.6% | −10.9% | +5.7% | −8.6% | +6.4% | −0.1% | +6.3% | +4.9% |
| Best | +39.2% | +21.9% | +1.3% | +41.7% | +7.9% | −2.5% | +16.1% | +10.3% | +28.0% | +33.8% | +33.7% | +31.0% |
| Worst | −28.0% | −20.8% | −22.2% | −14.8% | −36.2% | −22.2% | −13.4% | −16.2% | −9.2% | −10.5% | −1.0% | −72.6% |
| vs SPY ⓘ | −13.5pp | −1.5pp | −7.9pp | −3.7pp | −8.1pp | −10.4pp | +3.0pp | −11.6pp | +15.6pp | −1.6pp | −2.8pp | +2.1pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
