| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RKLB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +14.8% | −13.7% | −7.1% | +28.5% | +73.9% | −29.2% | −36.4% | — | — | — | — | — | −7.3% | +9.3% | −16.6pp |
| 2025 | +14.1% | −29.5% | −12.7% | +21.9% | +22.9% | +33.5% | +28.4% | +5.8% | −1.4% | +31.5% | −33.1% | +65.5% | +173.9% | +17.7% | +156.2pp |
| 2024 | −12.3% | −5.5% | −10.4% | −8.5% | +16.2% | +9.8% | +9.2% | +19.7% | +55.2% | +10.0% | +155.0% | −6.6% | +360.6% | +24.9% | +335.7pp |
| 2023 | +31.8% | −9.5% | −10.2% | −3.0% | +16.8% | +31.0% | +22.8% | −14.4% | −30.6% | −3.4% | +3.5% | +26.3% | +46.7% | +26.2% | +20.5pp |
| 2022 | −26.4% | +5.5% | −15.6% | −8.3% | −35.5% | −20.4% | +23.2% | +17.8% | −26.0% | +25.1% | −17.7% | −10.0% | −69.3% | −18.2% | −51.1pp |
| 2021 · part | — | — | — | — | — | — | — | — | +60.8% | −12.9% | +12.9% | −22.6% | +22.4% | +28.7% | −6.3pp |
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. RKLB 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 20% | 0% | 40% | 80% | 60% | 80% | 75% | 40% | 60% | 60% | 40% |
| Median | +14.1% | −9.5% | −10.4% | −3.0% | +16.8% | +9.8% | +22.8% | +11.8% | −1.4% | +10.0% | +3.5% | −6.6% |
| Best | +31.8% | +5.5% | −7.1% | +28.5% | +73.9% | +33.5% | +28.4% | +19.7% | +60.8% | +31.5% | +155.0% | +65.5% |
| Worst | −26.4% | −29.5% | −15.6% | −8.5% | −35.5% | −29.2% | −36.4% | −14.4% | −30.6% | −12.9% | −33.1% | −22.6% |
| vs SPY ⓘ | +11.4pp | −10.7pp | −13.6pp | +0.5pp | +16.4pp | +6.3pp | +14.0pp | +10.6pp | −5.0pp | +10.9pp | −5.6pp | −4.2pp |
59 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
