| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ORKA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.9% | +0.5% | +42.5% | +39.5% | −11.4% | +57.0% | −7.5% | — | — | — | — | — | +190.6% | +7.5% | +183.0pp |
| 2025 | −30.6% | −24.5% | +1.1% | +1.8% | +5.0% | +2.3% | +21.2% | +8.9% | +29.9% | +46.5% | +6.9% | +0.7% | +56.3% | +17.7% | +38.6pp |
| 2024 · part | — | — | — | — | — | — | — | — | — | +14.2% | −22.4% | −10.8% | −20.9% | +24.9% | −45.8pp |
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. ORKA 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 50% | 100% | 100% | 50% | 100% | 50% | 100% | 100% | 100% | 50% | 50% |
| Median | −8.9% | −12.0% | +21.8% | +20.6% | −3.2% | +29.7% | +6.9% | +8.9% | +29.9% | +30.4% | −7.8% | −5.0% |
| Best | +12.9% | +0.5% | +42.5% | +39.5% | +5.0% | +57.0% | +21.2% | +8.9% | +29.9% | +46.5% | +6.9% | +0.7% |
| Worst | −30.6% | −24.5% | +1.1% | +1.8% | −11.4% | +2.3% | −7.5% | +8.9% | +29.9% | +14.2% | −22.4% | −10.8% |
| vs SPY ⓘ | −10.9pp | −10.9pp | +27.1pp | +15.8pp | −9.0pp | +27.6pp | +6.9pp | +6.9pp | +26.4pp | +29.6pp | −10.8pp | −3.9pp |
22 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
