| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OPK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | −4.8% | −5.0% | −1.3% | +29.8% | +2.7% | −9.0% | — | — | — | — | — | +8.3% | +7.5% | +0.8pp |
| 2025 | +3.4% | +14.5% | −4.6% | −16.9% | −1.4% | −2.9% | −3.0% | +7.8% | +12.3% | −12.3% | +0.0% | −7.4% | −14.3% | +17.7% | −32.0pp |
| 2024 | −32.5% | −2.0% | +20.0% | +1.7% | +12.3% | −8.8% | +13.6% | +18.3% | −11.3% | +1.3% | +2.0% | −4.5% | −2.6% | +24.9% | −27.5pp |
| 2023 | +3.2% | −11.6% | +28.1% | +0.7% | −5.4% | +56.1% | −14.3% | −1.6% | −12.6% | −21.9% | +16.8% | +3.4% | +20.8% | +26.2% | −5.4pp |
| 2022 | −34.9% | +0.0% | +9.9% | −21.5% | +11.1% | −15.7% | −6.7% | −7.6% | −13.3% | +0.5% | −21.1% | −16.7% | −74.0% | −18.2% | −55.8pp |
| 2021 | +37.0% | −16.8% | −4.7% | −4.4% | −6.8% | +6.0% | −15.1% | +12.2% | −5.4% | +3.8% | +3.7% | +22.4% | +21.8% | +28.7% | −7.0pp |
| 2020 | −1.4% | +3.4% | −10.7% | +65.7% | +2.7% | +49.6% | +51.0% | −37.1% | +13.9% | −4.6% | +31.8% | −14.9% | +168.7% | +18.3% | +150.4pp |
| 2019 | +22.3% | −30.7% | +2.4% | −8.4% | −25.1% | +36.3% | −13.5% | −12.8% | +13.6% | −32.1% | +12.0% | −7.5% | −51.2% | +31.2% | −82.4pp |
| 2018 | −9.0% | −24.0% | −6.5% | −4.1% | +27.6% | +21.1% | +19.6% | +5.3% | −41.6% | −2.3% | +10.7% | −19.5% | −38.6% | −4.6% | −34.0pp |
| 2017 | −6.6% | −3.5% | −4.6% | −2.9% | −21.0% | +7.2% | −2.0% | −0.8% | +7.2% | −1.9% | −22.0% | −6.7% | −47.3% | +21.7% | −69.0pp |
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. OPK 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 43% | 33% | 43% | 48% | 57% | 52% | 52% | 33% | 52% | 71% | 33% |
| Median | +3.2% | −2.0% | −2.7% | −2.0% | −0.8% | +2.7% | +1.8% | +0.9% | −4.4% | +0.5% | +3.5% | −6.7% |
| Best | +64.7% | +55.0% | +71.0% | +65.7% | +37.7% | +56.1% | +51.0% | +156.4% | +16.4% | +24.2% | +31.8% | +22.4% |
| Worst | −34.9% | −30.7% | −22.8% | −21.5% | −25.1% | −33.9% | −15.1% | −37.1% | −41.6% | −32.1% | −24.3% | −19.9% |
| vs SPY ⓘ | −1.3pp | −3.0pp | −1.1pp | −3.9pp | −2.1pp | +3.8pp | −0.2pp | +0.0pp | −4.1pp | +2.2pp | +2.2pp | −6.4pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
