AAPL monthly performance report
Monthly AAPL research: returns, drawdown, relative strength, seasonality, and key stats.
AAPL monthly report
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Key takeaways
- Apple Inc. (AAPL) closed August 2026 at $314.58, up 1.84% for the month and +36.48% over the trailing 12 months.
- Year-to-date, AAPL is +15.71%, outperforming the S&P 500 which has returned +13.08% YTD.
- The stock is trading +11.61% versus its 200-day moving average ($281.87), a bullish technical signal.
- Over the past three years, AAPL has outperformed the S&P 500 by +0.86%, with a relative strength index reading of 100.2.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Apple Inc. ended August 2026 at $314.58, posting a monthly return of +1.84%. The S&P 500 returned +3.22% over the same window, leaving relative performance at −1.39%.
The current quarter stands at +9.43% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +11.61% versus the 200-day moving average ($281.87).
Year-to-date, AAPL is +15.71% against SPY +13.08%, a gap of +2.64%. The stock is currently −8.70% below its 52-week high, with maximum 3-year drawdown at −33.43%.
| Period | AAPL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.36% | +0.66% | −0.29% |
| 1 Week | +1.05% | +1.11% | −0.06% |
| 1 Month | +1.84% | +3.22% | −1.39% |
| 3 Months | +1.87% | +3.41% | −1.55% |
| 6 Months | +14.71% | +11.25% | +3.47% |
| YTD | +15.71% | +13.08% | +2.64% |
| 12 Months | +36.48% | +19.25% | +17.23% |
| 3 Years | +76.13% | +75.26% | +0.86% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2024 | +13.37% |
| #2 | May 2026 | +11.87% |
| #3 | Nov 2023 | +11.08% |
| #4 | Sep 2025 | +11.07% |
| #5 | Aug 2025 | +10.09% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2023 | −9.65% |
| #2 | Mar 2025 | −8.13% |
| #3 | Jun 2026 | −6.52% |
| #4 | Jan 2025 | −5.19% |
| #5 | Jan 2026 | −4.69% |
| Quarter | Return |
|---|---|
| Q2 2025 | −4.86% |
| Q3 2025 | +22.81% |
| Q4 2025 | +6.90% |
| Q1 2026 | −6.35% |
| Q2 2026 | +11.59% |
| Q3 2026 (QTD) | +9.43% |
| Year | Return |
|---|---|
| 2023 | +47.76% |
| 2024 | +38.40% |
| 2025 | +14.38% |
| 2026 | +14.36% |
| Metric | Value |
|---|---|
| 52-Week High | $344.57 (2026-07-29) |
| 52-Week Low | $224.69 (2025-08-26) |
| Current Price | $314.58 |
| 200-Day Moving Average | $281.87 |
| Price vs 200DMA | +11.61% |
| 3-Year Maximum Drawdown | −33.43% (2025-04-08) |
| Current Drawdown from 52W High | −8.70% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 100.2 |
| 3-Year Excess Return vs S&P 500 | +0.86% |
| RS Peak | 113.9 (Jul 2026) |
| RS Trough | 79.2 (Aug 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was AAPL's return for this report period?
AAPL returned +1.84% in the latest monthly window ending 2026-08-27.
Has AAPL outperformed SPY year to date?
YTD AAPL: +15.71% vs SPY: +13.08%.
What is AAPL's 12-month return?
+36.48% over the trailing 12 months.
Is AAPL above or below its 200-day moving average?
Price is +11.61% versus 200DMA ($281.87).
What is the maximum drawdown in the 3-year window?
−33.43% on 2025-04-08.