| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PKG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.9% | +4.3% | −8.0% | +0.6% | +2.6% | +8.8% | +4.7% | — | — | — | — | — | +21.7% | +7.5% | +14.1pp |
| 2025 | −5.5% | +0.2% | −6.5% | −6.3% | +4.1% | −1.8% | +2.8% | +12.5% | +0.6% | −10.2% | +4.2% | +1.7% | −6.1% | +17.7% | −23.8pp |
| 2024 | +1.8% | +9.2% | +5.5% | −8.9% | +6.1% | +0.2% | +9.5% | +4.8% | +3.4% | +6.3% | +8.7% | −9.0% | +41.7% | +24.9% | +16.8pp |
| 2023 | +11.6% | −4.2% | +2.5% | −2.6% | −8.3% | +7.6% | +16.0% | −2.8% | +3.9% | −0.3% | +9.8% | −2.3% | +31.9% | +26.2% | +5.7pp |
| 2022 | +10.6% | −2.3% | +6.8% | +3.2% | −2.4% | −11.8% | +2.3% | −2.6% | −17.1% | +7.1% | +13.0% | −5.0% | −2.6% | −18.2% | +15.6pp |
| 2021 | −2.5% | −1.8% | +2.6% | +9.8% | +0.7% | −8.3% | +4.5% | +7.2% | −8.8% | −0.1% | −4.9% | +5.0% | +1.5% | +28.7% | −27.2pp |
| 2020 | −14.5% | −5.4% | −3.3% | +11.3% | +4.9% | −0.8% | −3.7% | +5.3% | +8.5% | +5.0% | +13.5% | +6.9% | +27.2% | +18.3% | +8.9pp |
| 2019 | +13.0% | +1.3% | +4.8% | −0.2% | −10.2% | +7.9% | +5.9% | −0.4% | +6.3% | +3.2% | +2.2% | +0.8% | +38.4% | +31.2% | +7.1pp |
| 2018 | +4.2% | −5.1% | −5.0% | +2.7% | +1.6% | −4.2% | +1.0% | −2.6% | +0.5% | −16.3% | +6.5% | −14.0% | −28.8% | −4.6% | −24.3pp |
| 2017 | +8.7% | +0.3% | −0.2% | +7.8% | +3.4% | +9.7% | −1.7% | +2.7% | +2.6% | +1.4% | +2.0% | +2.2% | +45.5% | +21.7% | +23.8pp |
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. PKG 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.
