| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SARK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.6% | +1.3% | +6.4% | −12.0% | −7.7% | +0.1% | +13.8% | — | — | — | — | — | +1.4% | +7.5% | −6.2pp |
| 2025 | −20.5% | +23.0% | +26.2% | −2.5% | −10.8% | −20.8% | −7.2% | −0.0% | −13.5% | −3.9% | +9.7% | +3.0% | −25.9% | +17.7% | −43.7pp |
| 2024 | +15.0% | −12.2% | +2.5% | +14.8% | +2.2% | −3.0% | −0.9% | −1.7% | −12.6% | +5.2% | −40.7% | +0.8% | −37.0% | +24.9% | −61.9pp |
| 2023 | −23.1% | −1.1% | −3.3% | +11.8% | −11.9% | −8.3% | −13.5% | +14.7% | +10.6% | +12.5% | −24.9% | −12.7% | −46.3% | +26.2% | −72.5pp |
| 2022 | +20.5% | +2.7% | +0.7% | +35.8% | −1.5% | +4.1% | −14.9% | +4.3% | +8.3% | −4.4% | −2.7% | +18.4% | +83.3% | −18.2% | +101.5pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | — | +7.4% | +7.4% | +28.7% | −21.3pp |
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. SARK 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.
