| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KTEC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.3% | −9.9% | −5.0% | +1.9% | −2.7% | −9.5% | +10.8% | — | — | — | — | — | −12.9% | +7.5% | −20.4pp |
| 2025 | +8.4% | +15.3% | −2.9% | −5.7% | +0.3% | +4.8% | +1.9% | +5.6% | +9.9% | −7.3% | −5.1% | −3.2% | +21.0% | +17.7% | +3.3pp |
| 2024 | −18.5% | +11.1% | +4.4% | +3.9% | +2.5% | −5.1% | −1.5% | +1.2% | +30.6% | −3.3% | −3.0% | −0.5% | +16.1% | +24.9% | −8.8pp |
| 2023 | +9.2% | −13.9% | +7.8% | −9.0% | −7.4% | +8.9% | +19.1% | −10.3% | −7.4% | −4.3% | +4.2% | −2.5% | −10.4% | +26.2% | −36.6pp |
| 2022 | — | −41.2% | −14.5% | −2.0% | +2.2% | +11.6% | −11.3% | −1.7% | −20.3% | −15.4% | +39.7% | +5.4% | −51.3% | −18.2% | −33.2pp |
| 2018 · part | +44.4% | +0.4% | +0.0% | — | — | — | — | — | — | — | — | — | +45.1% | −4.6% | +49.7pp |
| 2017 | +16.8% | −3.6% | +1.9% | −0.6% | −1.2% | +5.6% | +4.0% | +4.5% | +26.4% | −8.9% | −1.3% | +8.6% | +59.4% | +21.7% | +37.7pp |
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. KTEC 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.
