AAPL monthly performance report
View AAPL's monthly returns, drawdown, and seasonality trends — updated every month.
AAPL monthly report
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Key takeaways
- Apple Inc. (AAPL) closed October 2026 at $341.27, up 2.48% for the month and +37.80% over the trailing 12 months.
- Year-to-date, AAPL is +25.53%, outperforming the S&P 500 which has returned +14.09% YTD.
- The stock is trading +17.48% versus its 200-day moving average ($290.49), a bullish technical signal.
- Over the past three years, AAPL has outperformed the S&P 500 by +10.51%, with a relative strength index reading of 105.8.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Apple Inc. ended October 2026 at $341.27, posting a monthly return of +2.48%. The S&P 500 returned +2.02% over the same window, leaving relative performance at +0.46%.
The current quarter stands at +2.48% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +17.48% versus the 200-day moving average ($290.49).
Year-to-date, AAPL is +25.53% against SPY +14.09%, a gap of +11.44%. The stock is currently −1.98% below its 52-week high, with maximum 3-year drawdown at −33.43%.
| Period | AAPL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.09% | −0.01% | +0.10% |
| 1 Week | +2.29% | −0.14% | +2.43% |
| 1 Month | +2.48% | +2.02% | +0.46% |
| 3 Months | +7.55% | +3.85% | +3.70% |
| 6 Months | +31.82% | +15.09% | +16.73% |
| YTD | +25.53% | +14.09% | +11.44% |
| 12 Months | +37.80% | +17.34% | +20.46% |
| 3 Years | +90.81% | +80.30% | +10.51% |
| 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 |
|---|---|
| Q3 2025 | +24.11% |
| Q4 2025 | +6.77% |
| Q1 2026 | −6.65% |
| Q2 2026 | +14.02% |
| Q3 2026 | +15.09% |
| Q4 2026 (QTD) | +2.48% |
| Year | Return |
|---|---|
| 2023 | +48.18% |
| 2024 | +30.07% |
| 2025 | +8.56% |
| 2026 | +25.53% |
| Metric | Value |
|---|---|
| 52-Week High | $348.15 (2026-10-13) |
| 52-Week Low | $243.42 (2026-01-20) |
| Current Price | $341.27 |
| 200-Day Moving Average | $290.49 |
| Price vs 200DMA | +17.48% |
| 3-Year Maximum Drawdown | −33.43% (2025-04-08) |
| Current Drawdown from 52W High | −1.98% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 105.8 |
| 3-Year Excess Return vs S&P 500 | +10.51% |
| RS Peak | 111.9 (Jul 2026) |
| RS Trough | 77.7 (Aug 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was AAPL's return for this report period?
AAPL returned +2.48% in the latest monthly window ending 2026-10-13.
Has AAPL outperformed SPY year to date?
YTD AAPL: +25.53% vs SPY: +14.09%.
What is AAPL's 12-month return?
+37.80% over the trailing 12 months.
Is AAPL above or below its 200-day moving average?
Price is +17.48% versus 200DMA ($290.49).
What is the maximum drawdown in the 3-year window?
−33.43% on 2025-04-08.