AAPL Apple Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:

AAPL Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR28.49%28.49%9.69%15.76%20.73%28.97%17.22%18.78%
Sharpe Ratio1.081.080.390.540.780.880.580.39
Max Drawdown-13.80%-13.80%-30.15%-33.36%-31.08%-38.52%-61.19%-81.80%
% Time Invested100.0%100.0%78.9%100.0%76.3%100.0%55.2%100.0%
Trades / Year0.00.01.80.01.90.02.40.0

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2025-04-07 Open Open 100% $176.43 $270.17 53.13% Mark-to-Market
2025-03-14 2025-04-07 Interest 100% $1.00 $1.00 0.26% Interest Income
2025-02-13 2025-03-14 Completed 100% $235.88 $210.33 -10.83% Stop
2025-01-22 2025-02-13 Interest 100% $1.00 $1.00 0.28% Interest Income
2024-08-28 2025-01-22 Completed 100% $226.43 $218.60 -3.46% Stop
2024-08-06 2024-08-28 Interest 100% $1.00 $1.00 0.24% Interest Income
2024-05-03 2024-08-06 Completed 100% $184.97 $203.72 10.14% Stop
2024-04-11 2024-05-03 Interest 100% $1.00 $1.00 0.29% Interest Income
2023-10-03 2024-04-11 Completed 100% $170.26 $166.82 -2.02% Stop
2023-09-08 2023-10-03 Interest 100% $1.00 $1.00 0.29% Interest Income
2023-09-06 2023-09-08 Completed 100% $186.22 $176.28 -5.33% Stop
2023-03-15 2023-09-06 Interest 100% $1.00 $1.02 1.77% Interest Income
2023-01-13 2023-03-15 Completed 100% $129.95 $149.03 14.69% Signal
2022-12-20 2023-01-13 Interest 100% $1.00 $1.00 0.23% Interest Income
2022-10-21 2022-12-20 Completed 100% $140.38 $129.32 -7.88% Stop
2022-09-29 2022-10-21 Interest 100% $1.00 $1.00 0.24% Interest Income
2022-06-02 2022-09-29 Completed 100% $145.05 $143.56 -1.03% Stop
2022-05-10 2022-06-02 Interest 100% $1.00 $1.00 0.18% Interest Income
2022-02-16 2022-05-10 Completed 100% $168.38 $152.60 -9.37% Stop
2022-01-25 2022-02-16 Interest 100% $1.00 $1.00 0.12% Interest Income
2021-03-18 2022-01-25 Completed 100% $119.68 $155.57 29.98% Stop
2021-02-24 2021-03-18 Interest 100% $1.00 $1.00 0.10% Interest Income
2020-09-30 2021-02-24 Completed 100% $110.48 $121.69 10.15% Stop
2020-09-08 2020-09-30 Interest 100% $1.00 $1.00 0.04% Interest Income
2020-03-23 2020-09-08 Completed 100% $55.11 $110.63 100.74% Stop
2020-02-28 2020-03-23 Interest 100% $1.00 $1.00 0.06% Interest Income
2019-06-18 2020-02-28 Completed 100% $46.94 $62.16 32.43% Stop
2019-05-24 2019-06-18 Interest 100% $1.00 $1.00 0.14% Interest Income
2019-01-18 2019-05-24 Completed 100% $37.40 $43.14 15.35% Stop
2018-12-26 2019-01-18 Interest 100% $1.00 $1.00 0.17% Interest Income
2018-12-07 2018-12-26 Completed 100% $41.20 $35.22 -14.52% Stop
2018-11-13 2018-12-07 Interest 100% $1.00 $1.00 0.19% Interest Income
2018-03-07 2018-11-13 Completed 100% $41.10 $45.51 10.73% Stop
2018-02-12 2018-03-07 Interest 100% $1.00 $1.00 0.18% Interest Income
2017-04-03 2018-02-12 Completed 100% $33.24 $37.24 12.04% Stop
2016-10-17 2017-04-03 Interest 100% $1.00 $1.01 1.06% Interest Income
2016-10-13 2016-10-17 Completed 100% $26.76 $26.88 0.46% Signal
2016-06-08 2016-10-13 Interest 100% $1.00 $1.01 0.56% Interest Income
2016-05-23 2016-06-08 Completed 100% $21.84 $22.56 3.29% Signal
2016-04-29 2016-05-23 Interest 100% $1.00 $1.00 0.11% Interest Income
2016-01-28 2016-04-29 Completed 100% $21.13 $21.29 0.76% Stop
2016-01-05 2016-01-28 Interest 100% $1.00 $1.00 0.13% Interest Income
2015-08-28 2016-01-05 Completed 100% $25.16 $23.82 -5.32% Stop
2015-08-06 2015-08-28 Interest 100% $1.00 $1.00 0.14% Interest Income
2014-06-23 2015-08-06 Completed 100% $20.04 $26.01 29.81% Stop
2014-05-30 2014-06-23 Interest 100% $1.00 $1.00 0.16% Interest Income
2014-05-28 2014-05-30 Completed 100% $19.62 $20.00 1.91% Signal
2014-02-13 2014-05-28 Interest 100% $1.00 $1.01 0.75% Interest Income
2014-02-11 2014-02-13 Completed 100% $16.54 $16.67 0.76% Signal
2013-10-23 2014-02-11 Interest 100% $1.00 $1.01 0.82% Interest Income
2013-10-18 2013-10-23 Completed 100% $15.59 $15.99 2.57% Signal
2013-09-19 2013-10-18 Interest 100% $1.00 $1.00 0.22% Interest Income
2013-07-24 2013-09-19 Completed 100% $13.43 $14.50 7.95% Signal
2013-07-01 2013-07-24 Interest 100% $1.00 $1.00 0.16% Interest Income
2013-05-10 2013-07-01 Completed 100% $14.02 $12.32 -12.07% Stop
2013-04-18 2013-05-10 Interest 100% $1.00 $1.00 0.11% Interest Income
2013-02-07 2013-04-18 Completed 100% $14.09 $12.31 -12.58% Stop
2013-01-15 2013-02-07 Interest 100% $1.00 $1.00 0.12% Interest Income
2012-11-23 2013-01-15 Completed 100% $17.15 $15.06 -12.14% Stop
2012-10-31 2012-11-23 Interest 100% $1.00 $1.00 0.10% Interest Income
2012-06-12 2012-10-31 Completed 100% $17.21 $17.90 4.00% Stop
2012-05-18 2012-06-12 Interest 100% $1.00 $1.00 0.10% Interest Income
2010-06-01 2012-05-18 Completed 100% $7.78 $16.00 105.61% Stop
2010-05-07 2010-06-01 Interest 100% $1.00 $1.00 0.21% Interest Income
2009-12-04 2010-05-07 Completed 100% $5.98 $7.30 22.04% Stop
2009-06-09 2009-12-04 Interest 100% $1.00 $1.02 1.72% Interest Income
2009-06-04 2009-06-09 Completed 100% $4.20 $4.31 2.63% Signal
2009-02-24 2009-06-04 Interest 100% $1.00 $1.01 0.83% Interest Income
2009-01-16 2009-02-24 Completed 100% $2.53 $2.62 3.74% Stop
2008-12-23 2009-01-16 Interest 100% $1.00 $1.00 0.15% Interest Income
2008-12-05 2008-12-23 Completed 100% $2.71 $2.60 -3.85% Stop
2008-11-12 2008-12-05 Interest 100% $1.00 $1.00 0.20% Interest Income
2008-10-28 2008-11-12 Completed 100% $2.86 $2.77 -3.14% Stop
2008-10-06 2008-10-28 Interest 100% $1.00 $1.00 0.24% Interest Income
2008-10-01 2008-10-06 Completed 100% $3.35 $2.76 -17.83% Stop
2008-09-09 2008-10-01 Interest 100% $1.00 $1.00 0.23% Interest Income
2008-08-13 2008-09-09 Completed 100% $5.33 $4.70 -11.87% Stop
2008-07-22 2008-08-13 Interest 100% $1.00 $1.00 0.25% Interest Income
2008-02-04 2008-07-22 Completed 100% $4.02 $4.46 11.02% Stop
2008-01-10 2008-02-04 Interest 100% $1.00 $1.00 0.23% Interest Income
2007-12-06 2008-01-10 Completed 100% $5.58 $5.32 -4.62% Stop
2007-11-13 2007-12-06 Interest 100% $1.00 $1.00 0.25% Interest Income
2007-09-05 2007-11-13 Completed 100% $4.34 $4.82 10.95% Stop
2007-08-13 2007-09-05 Interest 100% $1.00 $1.00 0.29% Interest Income
2007-01-24 2007-08-13 Completed 100% $2.60 $3.84 48.04% Stop
2006-12-28 2007-01-24 Interest 100% $1.00 $1.00 0.29% Interest Income
2006-08-08 2006-12-28 Completed 100% $2.01 $2.40 19.57% Stop
2006-07-17 2006-08-08 Interest 100% $1.00 $1.00 0.31% Interest Income
2006-06-23 2006-07-17 Completed 100% $1.79 $1.55 -13.38% Stop
2006-06-01 2006-06-23 Interest 100% $1.00 $1.00 0.31% Interest Income
2006-04-18 2006-06-01 Completed 100% $1.95 $1.79 -7.98% Stop
2006-03-24 2006-04-18 Interest 100% $1.00 $1.00 0.30% Interest Income
2006-02-21 2006-03-24 Completed 100% $2.12 $1.81 -14.65% Stop
2006-01-27 2006-02-21 Interest 100% $1.00 $1.00 0.28% Interest Income
2005-05-09 2006-01-27 Completed 100% $1.12 $2.19 95.68% Stop
2005-04-15 2005-05-09 Interest 100% $1.00 $1.00 0.26% Interest Income
2003-12-23 2005-04-15 Completed 100% $0.30 $1.10 267.67% Stop
2003-05-15 2003-12-23 Interest 100% $1.00 $1.02 2.47% Interest Income
2003-05-07 2003-05-15 Completed 100% $0.26 $0.28 7.33% Signal
2001-04-05 2003-05-07 Interest 100% $1.00 $1.10 9.82% Interest Income
2001-03-15 2001-04-05 Completed 100% $0.31 $0.31 -1.32% Stop
2001-02-21 2001-03-15 Interest 100% $1.00 $1.00 0.31% Interest Income
2000-12-26 2001-02-21 Completed 100% $0.22 $0.27 22.69% Stop
2000-12-01 2000-12-26 Interest 100% $1.00 $1.00 0.33% Interest Income
2000-11-13 2000-12-01 Completed 100% $0.28 $0.25 -9.33% Stop
2000-10-20 2000-11-13 Interest 100% $1.00 $1.00 0.36% Interest Income
2000-10-17 2000-10-20 Completed 100% $0.32 $0.29 -12.10% Stop
2000-09-25 2000-10-17 Interest 100% $1.00 $1.00 0.36% Interest Income
2000-08-16 2000-09-25 Completed 100% $0.70 $0.79 12.53% Stop
2000-07-25 2000-08-16 Interest 100% $1.00 $1.00 0.37% Interest Income
2000-06-02 2000-07-25 Completed 100% $0.70 $0.75 7.33% Stop
2000-05-10 2000-06-02 Interest 100% $1.00 $1.00 0.40% Interest Income
2000-04-28 2000-05-10 Completed 100% $0.95 $0.78 -18.14% Stop
2000-04-05 2000-04-28 Interest 100% $1.00 $1.00 0.37% Interest Income
2000-02-07 2000-04-05 Completed 100% $0.81 $0.95 17.10% Stop
2000-01-13 2000-02-07 Interest 100% $1.00 $1.00 0.41% Interest Income
2000-01-05 2000-01-13 Completed 100% $0.78 $0.71 -8.93% Stop
1999-12-13 2000-01-05 Interest 100% $1.00 $1.00 0.39% Interest Income
1999-10-18 1999-12-13 Completed 100% $0.55 $0.77 38.60% Stop
1999-09-24 1999-10-18 Interest 100% $1.00 $1.00 0.37% Interest Income
1999-06-17 1999-09-24 Completed 100% $0.36 $0.47 33.07% Stop
1999-05-25 1999-06-17 Interest 100% $1.00 $1.00 0.36% Interest Income
1999-03-29 1999-05-25 Completed 100% $0.25 $0.31 24.07% Stop
1999-03-05 1999-03-29 Interest 100% $1.00 $1.00 0.32% Interest Income
1999-02-16 1999-03-05 Completed 100% $0.29 $0.26 -11.74% Stop
1999-01-22 1999-02-16 Interest 100% $1.00 $1.00 0.30% Interest Income
1998-12-07 1999-01-22 Completed 100% $0.25 $0.28 12.92% Stop
1998-11-12 1998-12-07 Interest 100% $1.00 $1.00 0.30% Interest Income
1998-10-28 1998-11-12 Completed 100% $0.26 $0.25 -6.03% Stop
1998-10-06 1998-10-28 Interest 100% $1.00 $1.00 0.28% Interest Income
1998-09-22 1998-10-06 Completed 100% $0.28 $0.25 -9.26% Stop
1998-08-28 1998-09-22 Interest 100% $1.00 $1.00 0.31% Interest Income
1998-06-03 1998-08-28 Completed 100% $0.20 $0.28 36.87% Stop
1997-08-07 1998-06-03 Interest 100% $1.00 $1.05 4.74% Interest Income
1997-08-05 1997-08-07 Completed 100% $0.15 $0.22 44.20% Signal
1996-05-07 1997-08-05 Interest 100% $1.00 $1.08 8.31% Interest Income
1996-04-01 1996-05-07 Completed 100% $0.19 $0.20 4.98% Signal
1996-03-08 1996-04-01 Interest 100% $1.00 $1.00 0.39% Interest Income
1996-02-13 1996-03-08 Completed 100% $0.21 $0.19 -8.04% Stop
1996-01-22 1996-02-13 Interest 100% $1.00 $1.00 0.35% Interest Income
1996-01-11 1996-01-22 Completed 100% $0.24 $0.22 -8.81% Stop
1995-12-18 1996-01-11 Interest 100% $1.00 $1.00 0.35% Interest Income
1995-10-10 1995-12-18 Completed 100% $0.26 $0.26 2.50% Stop
1995-09-18 1995-10-10 Interest 100% $1.00 $1.00 0.38% Interest Income
1995-09-06 1995-09-18 Completed 100% $0.33 $0.27 -17.09% Stop
1995-08-14 1995-09-06 Interest 100% $1.00 $1.00 0.40% Interest Income
1995-04-24 1995-08-14 Completed 100% $0.29 $0.32 10.56% Stop
1995-03-30 1995-04-24 Interest 100% $1.00 $1.00 0.44% Interest Income
1995-03-09 1995-03-30 Completed 100% $0.30 $0.26 -13.17% Stop
1992-11-19 1995-03-09 Interest 100% $1.00 $1.16 15.79% Interest Income
1992-10-28 1992-11-19 Completed 100% $0.37 $0.42 12.68% Signal
1992-10-06 1992-10-28 Interest 100% $1.00 $1.00 0.41% Interest Income
1992-07-09 1992-10-06 Completed 100% $0.33 $0.31 -4.64% Stop
1992-06-16 1992-07-09 Interest 100% $1.00 $1.00 0.44% Interest Income
1992-04-23 1992-06-16 Completed 100% $0.41 $0.37 -9.82% Stop
1992-03-31 1992-04-23 Interest 100% $1.00 $1.00 0.46% Interest Income
1991-10-09 1992-03-31 Completed 100% $0.34 $0.42 21.24% Stop
1991-09-17 1991-10-09 Interest 100% $1.00 $1.00 0.46% Interest Income
1991-06-13 1991-09-17 Completed 100% $0.30 $0.34 10.84% Stop
1991-05-21 1991-06-13 Interest 100% $1.00 $1.00 0.50% Interest Income
1991-05-08 1991-05-21 Completed 100% $0.36 $0.32 -10.61% Stop
1991-04-16 1991-05-08 Interest 100% $1.00 $1.00 0.49% Interest Income
1991-04-03 1991-04-16 Completed 100% $0.51 $0.45 -12.76% Stop
1989-08-10 1991-04-03 Interest 100% $1.00 $1.14 14.07% Interest Income
1989-08-07 1989-08-10 Completed 100% $0.30 $0.31 2.33% Signal
1989-05-17 1989-08-07 Interest 100% $1.00 $1.02 1.71% Interest Income
1989-05-11 1989-05-17 Completed 100% $0.30 $0.31 4.62% Signal
1989-01-17 1989-05-11 Interest 100% $1.00 $1.02 2.46% Interest Income
1988-11-28 1989-01-17 Completed 100% $0.25 $0.30 18.49% Signal
1988-11-03 1988-11-28 Interest 100% $1.00 $1.00 0.49% Interest Income
1988-09-15 1988-11-03 Completed 100% $0.29 $0.26 -11.31% Stop
1988-08-23 1988-09-15 Interest 100% $1.00 $1.00 0.49% Interest Income
1988-04-21 1988-08-23 Completed 100% $0.28 $0.27 -1.17% Stop
1988-03-29 1988-04-21 Interest 100% $1.00 $1.00 0.49% Interest Income
1988-03-03 1988-03-29 Completed 100% $0.31 $0.29 -6.74% Stop
1988-02-09 1988-03-03 Interest 100% $1.00 $1.00 0.49% Interest Income
1987-12-23 1988-02-09 Completed 100% $0.29 $0.27 -6.59% Stop
1987-12-01 1987-12-23 Interest 100% $1.00 $1.00 0.49% Interest Income
1987-11-10 1987-12-01 Completed 100% $0.25 $0.23 -8.02% Stop
1987-10-19 1987-11-10 Interest 100% $1.00 $1.00 0.49% Interest Income
1986-10-07 1987-10-19 Completed 100% $0.12 $0.33 184.62% Stop
1986-09-15 1986-10-07 Interest 100% $1.00 $1.00 0.49% Interest Income
1986-07-17 1986-09-15 Completed 100% $0.11 $0.11 -3.73% Stop
1985-07-01 1986-07-17 Interest 100% $1.00 $1.08 8.30% Interest Income
1985-06-26 1985-07-01 Completed 100% $0.06 $0.06 0.00% Signal
1984-06-28 1985-06-26 Interest 100% $1.00 $1.08 7.91% Interest Income
1984-06-22 1984-06-28 Completed 100% $0.10 $0.09 -12.93% Stop
1984-05-31 1984-06-22 Interest 100% $1.00 $1.00 0.49% Interest Income
1984-05-02 1984-05-31 Completed 100% $0.11 $0.10 -12.78% Stop
1984-04-09 1984-05-02 Interest 100% $1.00 $1.00 0.49% Interest Income
1984-02-23 1984-04-09 Completed 100% $0.09 $0.08 -14.16% Stop
1984-01-31 1984-02-23 Interest 100% $1.00 $1.00 0.49% Interest Income
1983-12-02 1984-01-31 Completed 100% $0.07 $0.08 22.22% Stop
1983-11-09 1983-12-02 Interest 100% $1.00 $1.00 0.49% Interest Income
1983-11-02 1983-11-09 Completed 100% $0.08 $0.06 -22.28% Stop
1983-10-11 1983-11-02 Interest 100% $1.00 $1.00 0.49% Interest Income
1983-10-03 1983-10-11 Completed 100% $0.08 $0.07 -14.59% Stop
1983-09-09 1983-10-03 Interest 100% $1.00 $1.00 0.49% Interest Income
1983-08-18 1983-09-09 Completed 100% $0.11 $0.11 -4.15% Stop
1983-07-27 1983-08-18 Interest 100% $1.00 $1.00 0.49% Interest Income
1983-07-11 1983-07-27 Completed 100% $0.16 $0.13 -15.41% Stop
1983-06-16 1983-07-11 Interest 100% $1.00 $1.00 0.49% Interest Income
1983-05-02 1983-06-16 Completed 100% $0.17 $0.19 8.17% Stop
1983-04-08 1983-05-02 Interest 100% $1.00 $1.00 0.49% Interest Income
1983-03-02 1983-04-08 Completed 100% $0.16 $0.14 -14.56% Stop
1983-02-22 1983-03-02 Interest 100% $1.00 $1.00 0.15% Interest Income

Return Distribution Analysis

Return Distribution