| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RKLX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +22.7% | −32.2% | −22.7% | +55.2% | +135.1% | −52.3% | −63.5% | — | — | — | — | — | −59.1% | +9.3% | −68.5pp |
| 2025 · part | — | — | — | +34.5% | +41.2% | +67.3% | +54.5% | +7.2% | −11.5% | +60.8% | −58.5% | +143.0% | +654.8% | +17.7% | +637.1pp |
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. RKLX 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 ⓘ | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 100% | 0% | 0% | 100% | 100% | 50% | 50% | 100% | 0% | 100% | 0% | 100% |
| Median | +22.7% | −32.2% | −22.7% | +44.9% | +88.1% | +7.5% | −4.5% | +7.2% | −11.5% | +60.8% | −58.5% | +143.0% |
| Best | +22.7% | −32.2% | −22.7% | +55.2% | +135.1% | +67.3% | +54.5% | +7.2% | −11.5% | +60.8% | −58.5% | +143.0% |
| Worst | +22.7% | −32.2% | −22.7% | +34.5% | +41.2% | −52.3% | −63.5% | +7.2% | −11.5% | +60.8% | −58.5% | +143.0% |
| vs SPY ⓘ | +21.2pp | −31.3pp | −17.8pp | +40.1pp | +82.4pp | +5.5pp | −5.3pp | +5.2pp | −15.0pp | +58.4pp | −58.7pp | +142.9pp |
16 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
