| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RAPP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.3% | +9.1% | +7.8% | +5.9% | +19.2% | +5.5% | −1.8% | — | — | — | — | — | +34.9% | +7.5% | +27.4pp |
| 2025 | −7.5% | −38.9% | +0.0% | +14.2% | −27.8% | +37.5% | +26.3% | +22.8% | +68.5% | −2.6% | +2.7% | +2.1% | +71.0% | +17.7% | +53.3pp |
| 2024 · part | — | — | — | — | — | — | −2.3% | −4.3% | −5.8% | +19.8% | −6.9% | −22.3% | −23.7% | +24.9% | −48.6pp |
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. RAPP 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 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 50% | 50% | 100% | 50% | 100% | 33% | 50% | 50% | 50% | 50% | 50% |
| Median | −9.9% | −14.9% | +3.9% | +10.0% | −4.3% | +21.5% | −1.8% | +9.3% | +31.3% | +8.6% | −2.1% | −10.1% |
| Best | −7.5% | +9.1% | +7.8% | +14.2% | +19.2% | +37.5% | +26.3% | +22.8% | +68.5% | +19.8% | +2.7% | +2.1% |
| Worst | −12.3% | −38.9% | +0.0% | +5.9% | −27.8% | +5.5% | −2.3% | −4.3% | −5.8% | −2.6% | −6.9% | −22.3% |
| vs SPY ⓘ | −12.0pp | −13.8pp | +9.1pp | +5.2pp | −10.0pp | +19.4pp | +0.6pp | +7.1pp | +28.5pp | +7.8pp | −5.2pp | −8.9pp |
25 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
