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 September 2026 at $333.08, up 5.12% for the month and +42.30% over the trailing 12 months.
- Year-to-date, AAPL is +22.52%, outperforming the S&P 500 which has returned +11.58% YTD.
- The stock is trading +17.03% versus its 200-day moving average ($284.62), a bullish technical signal.
- Over the past three years, AAPL has outperformed the S&P 500 by +20.58%, with a relative strength index reading of 112.2.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Apple Inc. ended September 2026 at $333.08, posting a monthly return of +5.12%. The S&P 500 returned −0.80% over the same window, leaving relative performance at +5.93%.
The current quarter stands at +15.11% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +17.03% versus the 200-day moving average ($284.62).
Year-to-date, AAPL is +22.52% against SPY +11.58%, a gap of +10.94%. The stock is currently −3.33% below its 52-week high, with maximum 3-year drawdown at −33.43%.
| Period | AAPL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.24% | −0.45% | +0.69% |
| 1 Week | +4.10% | −1.21% | +5.31% |
| 1 Month | +5.12% | −0.80% | +5.93% |
| 3 Months | +12.67% | +3.13% | +9.53% |
| 6 Months | +27.70% | +12.36% | +15.34% |
| YTD | +22.52% | +11.58% | +10.94% |
| 12 Months | +42.30% | +15.74% | +26.56% |
| 3 Years | +89.53% | +68.95% | +20.58% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | +15.00% |
| #2 | May 2024 | +12.87% |
| #3 | Aug 2025 | +11.84% |
| #4 | Nov 2023 | +11.23% |
| #5 | Sep 2025 | +9.69% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2023 | −8.87% |
| #2 | Mar 2025 | −8.15% |
| #3 | Jun 2026 | −7.27% |
| #4 | Jan 2025 | −5.76% |
| #5 | May 2025 | −5.48% |
| Quarter | Return |
|---|---|
| Q2 2025 | −7.64% |
| Q3 2025 | +24.11% |
| Q4 2025 | +6.77% |
| Q1 2026 | −6.65% |
| Q2 2026 | +14.02% |
| Q3 2026 (QTD) | +15.11% |
| Year | Return |
|---|---|
| 2023 | +48.18% |
| 2024 | +30.07% |
| 2025 | +8.56% |
| 2026 | +22.52% |
| Metric | Value |
|---|---|
| 52-Week High | $344.57 (2026-07-29) |
| 52-Week Low | $225.95 (2025-09-10) |
| Current Price | $333.08 |
| 200-Day Moving Average | $284.62 |
| Price vs 200DMA | +17.03% |
| 3-Year Maximum Drawdown | −33.43% (2025-04-08) |
| Current Drawdown from 52W High | −3.33% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 112.2 |
| 3-Year Excess Return vs S&P 500 | +20.58% |
| RS Peak | 118.8 (Jul 2026) |
| RS Trough | 82.6 (Aug 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was AAPL's return for this report period?
AAPL returned +5.12% in the latest monthly window ending 2026-09-14.
Has AAPL outperformed SPY year to date?
YTD AAPL: +22.52% vs SPY: +11.58%.
What is AAPL's 12-month return?
+42.30% over the trailing 12 months.
Is AAPL above or below its 200-day moving average?
Price is +17.03% versus 200DMA ($284.62).
What is the maximum drawdown in the 3-year window?
−33.43% on 2025-04-08.