APO monthly performance report
Monthly APO research: returns, drawdown, relative strength, seasonality, and key stats.
APO monthly report
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Key takeaways
- Apollo Global Management (APO) closed August 2026 at $129.74, up 3.30% for the month and −10.86% over the trailing 12 months.
- Year-to-date, APO is −10.38%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +2.28% versus its 200-day moving average ($126.85), a bullish technical signal.
- Over the past three years, APO has underperformed the S&P 500 by −21.67%, with a relative strength index reading of 88.1.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Apollo Global Management ended August 2026 at $129.74, posting a monthly return of +3.30%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +0.26%.
The current quarter stands at +7.64% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +2.28% versus the 200-day moving average ($126.85).
Year-to-date, APO is −10.38% against SPY +12.89%, a gap of −23.26%. The stock is currently −15.36% below its 52-week high, with maximum 3-year drawdown at −43.84%.
| Period | APO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.60% | −0.20% | −2.40% |
| 1 Week | +4.05% | +3.90% | +0.15% |
| 1 Month | +3.30% | +3.05% | +0.26% |
| 3 Months | +0.79% | +7.11% | −6.32% |
| 6 Months | −2.59% | +10.70% | −13.29% |
| YTD | −10.38% | +12.89% | −23.26% |
| 12 Months | −10.86% | +22.58% | −33.44% |
| 3 Years | +50.62% | +72.29% | −21.67% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +21.39% |
| #2 | Jun 2023 | +14.76% |
| #3 | Apr 2026 | +14.29% |
| #4 | Oct 2024 | +13.66% |
| #5 | Dec 2025 | +11.19% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −22.09% |
| #2 | Oct 2023 | −13.99% |
| #3 | Feb 2025 | −10.23% |
| #4 | Mar 2025 | −9.25% |
| #5 | Jun 2026 | −7.34% |
| Quarter | Return |
|---|---|
| Q2 2025 | +3.49% |
| Q3 2025 | −1.94% |
| Q4 2025 | +11.55% |
| Q1 2026 | −21.42% |
| Q2 2026 | +4.99% |
| Q3 2026 (QTD) | +7.64% |
| Year | Return |
|---|---|
| 2023 | +38.35% |
| 2024 | +81.27% |
| 2025 | −5.57% |
| 2026 | −11.19% |
| Metric | Value |
|---|---|
| 52-Week High | $153.29 (2026-01-06) |
| 52-Week Low | $99.56 (2026-03-03) |
| Current Price | $129.74 |
| 200-Day Moving Average | $126.85 |
| Price vs 200DMA | +2.28% |
| 3-Year Maximum Drawdown | −43.84% (2026-03-12) |
| Current Drawdown from 52W High | −15.36% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 88.1 |
| 3-Year Excess Return vs S&P 500 | −21.67% |
| RS Peak | 153.6 (Dec 2024) |
| RS Trough | 78.7 (Mar 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was APO's return for this report period?
APO returned +3.30% in the latest monthly window ending 2026-08-05.
Has APO outperformed SPY year to date?
YTD APO: −10.38% vs SPY: +12.89%.
What is APO's 12-month return?
−10.86% over the trailing 12 months.
Is APO above or below its 200-day moving average?
Price is +2.28% versus 200DMA ($126.85).
What is the maximum drawdown in the 3-year window?
−43.84% on 2026-03-12.