| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROKU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.2% | +3.4% | −3.9% | +23.2% | +11.7% | +6.1% | +5.0% | — | — | — | — | — | +33.7% | +9.3% | +24.4pp |
| 2025 | +11.3% | +0.9% | −15.7% | −3.2% | +6.3% | +21.3% | +7.1% | +2.5% | +3.7% | +6.0% | −8.8% | +12.1% | +45.9% | +17.7% | +28.2pp |
| 2024 | −3.9% | −28.3% | +3.1% | −11.5% | −0.5% | +4.4% | −2.9% | +16.4% | +10.2% | −14.2% | +7.7% | +7.7% | −18.9% | +24.9% | −43.8pp |
| 2023 | +41.3% | +12.5% | +1.7% | −14.6% | +3.5% | +9.9% | +50.5% | −15.7% | −13.1% | −15.6% | +74.9% | −12.0% | +125.2% | +26.2% | +99.0pp |
| 2022 | −28.1% | −14.9% | −10.2% | −25.8% | +2.2% | −13.4% | −20.2% | +3.8% | −17.1% | −1.5% | +6.9% | −31.4% | −82.2% | −18.2% | −64.0pp |
| 2021 | +17.2% | +1.7% | −17.6% | +5.3% | +1.1% | +32.5% | −6.7% | −17.7% | −11.1% | −2.7% | −25.3% | +0.3% | −31.3% | +28.7% | −60.0pp |
| 2020 | −9.7% | −6.0% | −23.0% | +38.6% | −9.7% | +6.4% | +32.9% | +12.0% | +8.8% | +7.2% | +45.0% | +13.1% | +148.0% | +18.3% | +129.6pp |
| 2019 | +46.7% | +47.5% | −2.7% | −1.4% | +42.2% | +0.2% | +14.1% | +46.5% | −32.8% | +44.7% | +8.9% | −16.5% | +337.0% | +31.2% | +305.8pp |
| 2018 | −21.6% | +0.4% | −23.7% | +4.6% | +15.1% | +13.8% | +6.6% | +31.0% | +22.8% | −23.9% | −26.7% | −24.8% | −40.8% | −4.6% | −36.3pp |
| 2017 · part | — | — | — | — | — | — | — | — | — | −23.2% | +115.4% | +17.9% | +95.1% | +21.7% | +73.4pp |
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. ROKU 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 9 | 9 | 9 |
| Positive ⓘ | 44% | 67% | 22% | 44% | 78% | 89% | 67% | 75% | 50% | 33% | 67% | 56% |
| Median | −3.9% | +0.9% | −10.2% | −1.4% | +3.5% | +6.4% | +6.6% | +7.9% | −3.7% | −2.7% | +7.7% | +0.3% |
| Best | +46.7% | +47.5% | +3.1% | +38.6% | +42.2% | +32.5% | +50.5% | +46.5% | +22.8% | +44.7% | +115.4% | +17.9% |
| Worst | −28.1% | −28.3% | −23.7% | −25.8% | −9.7% | −13.4% | −20.2% | −17.7% | −32.8% | −23.9% | −26.7% | −31.4% |
| vs SPY ⓘ | −5.5pp | +2.2pp | −10.1pp | −2.3pp | +1.9pp | +4.6pp | +4.8pp | +6.4pp | −3.1pp | −9.7pp | +1.8pp | −4.4pp |
106 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
