| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RZLT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +41.5% | −3.9% | −5.0% | +4.9% | +3.1% | +57.6% | −9.6% | — | — | — | — | — | +99.2% | +7.5% | +91.6pp |
| 2025 | +7.1% | −15.6% | −34.5% | +29.7% | +9.6% | +8.3% | +33.4% | +19.7% | +32.0% | −0.9% | +4.3% | −75.7% | −51.8% | +17.7% | −69.6pp |
| 2024 | +10.8% | +50.0% | +54.5% | +5.1% | +50.4% | +6.7% | +6.9% | +3.6% | +1.9% | +13.0% | −8.0% | −2.8% | +393.7% | +24.9% | +368.8pp |
| 2023 | +24.2% | −3.5% | −22.6% | +8.6% | +2.2% | −7.0% | −5.6% | −23.0% | −8.3% | −28.0% | −18.7% | +28.6% | −52.1% | +26.2% | −78.2pp |
| 2022 | −4.6% | −42.8% | +29.5% | +12.4% | −26.3% | +15.4% | −3.1% | −24.0% | +15.1% | −38.3% | −2.4% | +25.5% | −56.7% | −18.2% | −38.5pp |
| 2021 | +33.2% | −28.0% | −38.6% | −5.1% | +54.2% | +38.1% | −22.0% | −17.0% | −19.1% | −14.4% | −20.6% | −5.9% | −60.1% | +28.7% | −88.9pp |
| 2020 | +20.9% | −33.8% | −23.9% | +7.1% | −5.3% | +31.0% | +269.9% | +37.2% | −8.8% | +9.2% | −14.9% | −40.0% | +108.5% | +18.3% | +90.2pp |
| 2019 | +166.7% | +25.0% | −33.3% | −10.5% | −21.8% | +41.4% | +7.1% | −10.7% | −20.8% | −14.0% | +93.8% | −54.0% | +27.8% | +31.2% | −3.4pp |
| 2018 | −9.6% | −26.2% | −23.4% | +28.3% | −20.0% | −3.0% | −15.6% | +5.3% | −12.5% | −55.7% | −10.0% | −35.5% | −89.8% | −4.6% | −85.3pp |
| 2017 | −0.5% | +5.5% | −4.8% | +5.0% | +9.5% | −1.7% | −2.7% | +4.5% | −13.0% | +0.0% | −5.0% | −6.8% | −11.5% | +21.7% | −33.2pp |
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. RZLT 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.
