Apple (Peru) Performance
| AAPL Stock | 236.05 1.05 0.45% |
Apple has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.0459, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Apple are expected to decrease at a much lower rate. During the bear market, Apple is likely to outperform the market. Apple Inc right now shows a risk of 1.58%. Please confirm Apple Inc total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio , to decide if Apple Inc will be following its price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Apple Inc are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite fairly unsteady forward indicators, Apple may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
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Apple Relative Risk vs. Return Landscape
If you would invest 22,180 in Apple Inc on September 1, 2024 and sell it today you would earn a total of 1,425 from holding Apple Inc or generate 6.42% return on investment over 90 days. Apple Inc is generating 0.1196% of daily returns and assumes 1.5835% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Apple, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Apple Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Apple's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Apple Inc, and traders can use it to determine the average amount a Apple's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0755
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Estimated Market Risk
| 1.58 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Apple is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Apple by adding it to a well-diversified portfolio.
About Apple Performance
By evaluating Apple's fundamental ratios, stakeholders can gain valuable insights into Apple's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Apple has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Apple has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Apple Inc performance evaluation
Checking the ongoing alerts about Apple for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Apple Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Apple's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Apple's stock performance include:- Analyzing Apple's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Apple's stock is overvalued or undervalued compared to its peers.
- Examining Apple's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Apple's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Apple's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Apple's stock. These opinions can provide insight into Apple's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Apple Stock analysis
When running Apple's price analysis, check to measure Apple's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Apple is operating at the current time. Most of Apple's value examination focuses on studying past and present price action to predict the probability of Apple's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Apple's price. Additionally, you may evaluate how the addition of Apple to your portfolios can decrease your overall portfolio volatility.
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