DASHBOARDS: Portfolio Hub Market Pulse Performance

AAPL

Apple Inc.
TREND FOLLOWING PERFORMANCE HISTORY
2026-06-13
Executive Summary
The quantitative backtest for AAPL (Apple Inc.) using the Excess Return SMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -68.8% (compared to the benchmark's drawdown of -81.8%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 16.6%, compared to a Buy-and-Hold benchmark return of 18.9%. The strategy executed 101 total trades.

* Excess Return SMA: Advanced Single Moving Average model utilizing custom duration weighting and dynamic Stop Loss limits.

AAPL Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR46.77%46.77%12.28%18.04%20.46%29.39%16.58%18.93%
Sharpe Ratio1.711.710.480.610.770.890.530.40
Max Drawdown-13.80%-13.80%-30.30%-33.36%-31.12%-38.52%-68.76%-81.80%
% Time Invested100.0%100.0%78.1%100.0%77.7%100.0%61.4%100.0%
Trades / Year0.00.01.80.01.80.02.30.0

Cumulative Growth Performance

Return Distribution Analysis

Return Distribution

Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open / Mark-to-Market exit denotes a position currently held active, valued at the latest price. Interest entries record cash yields accrued during out-of-market periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2025-04-07 Open Open 100% $176.27 $291.13 65.16% Mark-to-Market
2025-03-14 2025-04-07 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2025-02-13 2025-03-14 Completed 100% $235.66 $210.14 -10.83% Stop
2025-01-22 2025-02-13 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2024-08-28 2025-01-22 Completed 100% $226.22 $218.39 -3.46% Stop
2024-08-06 2024-08-28 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
2024-05-03 2024-08-06 Completed 100% $184.80 $203.54 10.14% Stop
2024-04-11 2024-05-03 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
2023-10-19 2024-04-11 Completed 100% $173.84 $166.67 -4.13% Stop
2023-09-08 2023-10-19 Interest (CASH) 100% $1.00 $1.01 0.63% Interest Income
2023-09-06 2023-09-08 Completed 100% $186.05 $176.12 -5.33% Stop
2023-03-17 2023-09-06 Interest (CASH) 100% $1.00 $1.02 2.46% Interest Income
2023-01-13 2023-03-17 Completed 100% $129.83 $153.71 18.40% Signal
2022-12-20 2023-01-13 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
2022-10-21 2022-12-20 Completed 100% $140.25 $129.20 -7.88% Stop
2022-09-29 2022-10-21 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
2022-06-02 2022-09-29 Completed 100% $144.92 $143.42 -1.03% Stop
2022-05-10 2022-06-02 Interest (CASH) 100% $1.00 $1.00 0.07% Interest Income
2022-02-16 2022-05-10 Completed 100% $168.22 $152.46 -9.37% Stop
2022-01-25 2022-02-16 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2021-03-18 2022-01-25 Completed 100% $119.57 $155.42 29.98% Stop
2021-02-24 2021-03-18 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2020-09-30 2021-02-24 Completed 100% $110.37 $121.58 10.15% Stop
2020-09-08 2020-09-30 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-03-23 2020-09-08 Completed 100% $55.06 $110.53 100.74% Stop
2020-02-28 2020-03-23 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2019-06-18 2020-02-28 Completed 100% $46.90 $62.10 32.43% Stop
2019-05-24 2019-06-18 Interest (CASH) 100% $1.00 $1.00 0.14% Interest Income
2019-01-18 2019-05-24 Completed 100% $37.37 $43.10 15.35% Stop
2018-12-26 2019-01-18 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2018-12-07 2018-12-26 Completed 100% $41.16 $35.19 -14.52% Stop
2018-11-13 2018-12-07 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2018-03-07 2018-11-13 Completed 100% $41.06 $45.47 10.73% Stop
2018-02-12 2018-03-07 Interest (CASH) 100% $1.00 $1.00 0.10% Interest Income
2017-03-21 2018-02-12 Completed 100% $32.84 $37.20 13.30% Stop
2016-11-04 2017-03-21 Interest (CASH) 100% $1.00 $1.00 0.20% Interest Income
2016-10-13 2016-11-04 Completed 100% $26.73 $24.97 -6.60% Stop
2016-06-17 2016-10-13 Interest (CASH) 100% $1.00 $1.00 0.10% Interest Income
2016-05-23 2016-06-17 Completed 100% $21.82 $22.00 0.78% Signal
2016-04-29 2016-05-23 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2016-01-28 2016-04-29 Completed 100% $21.11 $21.27 0.76% Stop
2016-01-05 2016-01-28 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2015-08-28 2016-01-05 Completed 100% $25.14 $23.80 -5.32% Stop
2015-08-06 2015-08-28 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-10-18 2015-08-06 Completed 100% $15.57 $25.99 66.86% Stop
2013-09-25 2013-10-18 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-07-24 2013-09-25 Completed 100% $13.42 $15.06 12.19% Signal
2013-07-01 2013-07-24 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-05-10 2013-07-01 Completed 100% $14.00 $12.31 -12.07% Stop
2013-04-18 2013-05-10 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-02-07 2013-04-18 Completed 100% $14.07 $12.30 -12.58% Stop
2013-01-15 2013-02-07 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2012-11-23 2013-01-15 Completed 100% $17.13 $15.05 -12.14% Stop
2012-10-31 2012-11-23 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2012-06-12 2012-10-31 Completed 100% $17.20 $17.88 4.00% Stop
2012-05-18 2012-06-12 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2010-06-01 2012-05-18 Completed 100% $7.77 $15.98 105.61% Stop
2010-05-07 2010-06-01 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2009-06-04 2010-05-07 Completed 100% $4.19 $7.30 73.92% Stop
2009-03-27 2009-06-04 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2009-03-18 2009-03-27 Completed 100% $2.99 $3.24 8.33% Signal
2009-02-24 2009-03-18 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2009-01-16 2009-02-24 Completed 100% $2.52 $2.62 3.74% Stop
2008-12-23 2009-01-16 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2008-12-05 2008-12-23 Completed 100% $2.70 $2.60 -3.85% Stop
2008-11-12 2008-12-05 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2008-10-28 2008-11-12 Completed 100% $2.86 $2.77 -3.14% Stop
2008-10-06 2008-10-28 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2008-10-01 2008-10-06 Completed 100% $3.35 $2.75 -17.83% Stop
2008-09-09 2008-10-01 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2008-08-13 2008-09-09 Completed 100% $5.33 $4.70 -11.87% Stop
2008-07-22 2008-08-13 Interest (CASH) 100% $1.00 $1.00 0.11% Interest Income
2008-02-04 2008-07-22 Completed 100% $4.02 $4.46 11.02% Stop
2008-01-10 2008-02-04 Interest (CASH) 100% $1.00 $1.00 0.16% Interest Income
2007-12-06 2008-01-10 Completed 100% $5.57 $5.32 -4.62% Stop
2007-11-13 2007-12-06 Interest (CASH) 100% $1.00 $1.00 0.20% Interest Income
2007-09-05 2007-11-13 Completed 100% $4.34 $4.82 10.95% Stop
2007-08-13 2007-09-05 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
2007-01-24 2007-08-13 Completed 100% $2.59 $3.84 48.04% Stop
2006-12-28 2007-01-24 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
2006-08-08 2006-12-28 Completed 100% $2.01 $2.40 19.57% Stop
2006-07-17 2006-08-08 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
2006-06-23 2006-07-17 Completed 100% $1.79 $1.55 -13.38% Stop
2006-06-01 2006-06-23 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
2006-04-18 2006-06-01 Completed 100% $1.95 $1.79 -7.98% Stop
2006-03-24 2006-04-18 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
2006-02-21 2006-03-24 Completed 100% $2.11 $1.80 -14.65% Stop
2006-01-27 2006-02-21 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
2005-05-09 2006-01-27 Completed 100% $1.12 $2.18 95.68% Stop
2005-04-15 2005-05-09 Interest (CASH) 100% $1.00 $1.00 0.18% Interest Income
2004-01-02 2005-04-15 Completed 100% $0.32 $1.10 239.86% Stop
2003-12-09 2004-01-02 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2003-05-07 2003-12-09 Completed 100% $0.26 $0.32 22.16% Stop
2002-11-29 2003-05-07 Interest (CASH) 100% $1.00 $1.01 0.50% Interest Income
2002-09-24 2002-11-29 Completed 100% $0.22 $0.24 9.65% Signal
2001-04-05 2002-09-24 Interest (CASH) 100% $1.00 $1.03 3.42% Interest Income
2001-03-15 2001-04-05 Completed 100% $0.31 $0.31 -1.32% Stop
2001-02-21 2001-03-15 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
2000-12-26 2001-02-21 Completed 100% $0.22 $0.27 22.69% Stop
2000-12-01 2000-12-26 Interest (CASH) 100% $1.00 $1.00 0.37% Interest Income
2000-11-13 2000-12-01 Completed 100% $0.28 $0.25 -9.33% Stop
2000-10-20 2000-11-13 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-10-17 2000-10-20 Completed 100% $0.32 $0.29 -12.10% Stop
2000-09-25 2000-10-17 Interest (CASH) 100% $1.00 $1.00 0.38% Interest Income
2000-08-16 2000-09-25 Completed 100% $0.70 $0.79 12.53% Stop
2000-07-25 2000-08-16 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-06-02 2000-07-25 Completed 100% $0.70 $0.75 7.33% Stop
2000-05-10 2000-06-02 Interest (CASH) 100% $1.00 $1.00 0.37% Interest Income
2000-04-28 2000-05-10 Completed 100% $0.95 $0.78 -18.14% Stop
2000-04-05 2000-04-28 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-02-07 2000-04-05 Completed 100% $0.81 $0.95 17.10% Stop
2000-01-13 2000-02-07 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
2000-01-05 2000-01-13 Completed 100% $0.78 $0.71 -8.93% Stop
1999-12-13 2000-01-05 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1999-10-18 1999-12-13 Completed 100% $0.55 $0.77 38.60% Stop
1999-09-24 1999-10-18 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
1999-06-17 1999-09-24 Completed 100% $0.36 $0.47 33.07% Stop
1999-05-25 1999-06-17 Interest (CASH) 100% $1.00 $1.00 0.29% Interest Income
1999-03-29 1999-05-25 Completed 100% $0.25 $0.31 24.07% Stop
1999-03-05 1999-03-29 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
1999-02-16 1999-03-05 Completed 100% $0.29 $0.26 -11.74% Stop
1999-01-22 1999-02-16 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
1998-12-07 1999-01-22 Completed 100% $0.25 $0.28 12.92% Stop
1998-11-12 1998-12-07 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
1998-10-28 1998-11-12 Completed 100% $0.26 $0.25 -6.03% Stop
1998-10-06 1998-10-28 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1998-09-22 1998-10-06 Completed 100% $0.28 $0.25 -9.26% Stop
1998-08-28 1998-09-22 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
1998-06-01 1998-08-28 Completed 100% $0.20 $0.28 40.09% Stop
1997-10-21 1998-06-01 Interest (CASH) 100% $1.00 $1.03 3.10% Interest Income
1997-08-05 1997-10-21 Completed 100% $0.15 $0.14 -5.33% Stop
1996-05-09 1997-08-05 Interest (CASH) 100% $1.00 $1.06 6.48% Interest Income
1996-04-01 1996-05-09 Completed 100% $0.19 $0.20 4.98% Signal
1996-03-08 1996-04-01 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1996-02-13 1996-03-08 Completed 100% $0.21 $0.19 -8.04% Stop
1996-01-22 1996-02-13 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
1996-01-11 1996-01-22 Completed 100% $0.24 $0.22 -8.81% Stop
1995-12-18 1996-01-11 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1995-10-10 1995-12-18 Completed 100% $0.26 $0.26 2.50% Stop
1995-09-18 1995-10-10 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1995-09-06 1995-09-18 Completed 100% $0.33 $0.27 -17.09% Stop
1995-08-14 1995-09-06 Interest (CASH) 100% $1.00 $1.00 0.34% Interest Income
1995-04-06 1995-08-14 Completed 100% $0.28 $0.32 15.76% Stop
1995-03-15 1995-04-06 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1995-02-15 1995-03-15 Completed 100% $0.32 $0.26 -17.92% Stop
1993-01-28 1995-02-15 Interest (CASH) 100% $1.00 $1.08 8.11% Interest Income
1992-10-28 1993-01-28 Completed 100% $0.37 $0.43 17.32% Signal
1992-10-06 1992-10-28 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1992-07-09 1992-10-06 Completed 100% $0.33 $0.31 -4.64% Stop
1992-06-16 1992-07-09 Interest (CASH) 100% $1.00 $1.00 0.22% Interest Income
1992-04-23 1992-06-16 Completed 100% $0.41 $0.37 -9.82% Stop
1992-03-31 1992-04-23 Interest (CASH) 100% $1.00 $1.00 0.24% Interest Income
1991-10-09 1992-03-31 Completed 100% $0.34 $0.42 21.24% Stop
1991-09-17 1991-10-09 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1991-06-13 1991-09-17 Completed 100% $0.30 $0.34 10.84% Stop
1991-05-21 1991-06-13 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
1991-05-08 1991-05-21 Completed 100% $0.36 $0.32 -10.61% Stop
1991-04-16 1991-05-08 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
1991-03-25 1991-04-16 Completed 100% $0.45 $0.45 -0.39% Stop
1989-08-15 1991-03-25 Interest (CASH) 100% $1.00 $1.12 12.44% Interest Income
1989-08-07 1989-08-15 Completed 100% $0.30 $0.28 -5.23% Stop
1989-06-30 1989-08-07 Interest (CASH) 100% $1.00 $1.01 0.75% Interest Income
1989-05-11 1989-06-30 Completed 100% $0.30 $0.28 -6.15% Stop
1989-01-17 1989-05-11 Interest (CASH) 100% $1.00 $1.02 2.42% Interest Income
1988-11-28 1989-01-17 Completed 100% $0.25 $0.30 18.49% Signal
1988-11-03 1988-11-28 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-09-15 1988-11-03 Completed 100% $0.29 $0.26 -11.31% Stop
1988-08-23 1988-09-15 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-04-21 1988-08-23 Completed 100% $0.28 $0.27 -1.17% Stop
1988-03-29 1988-04-21 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-03-03 1988-03-29 Completed 100% $0.31 $0.29 -6.74% Stop
1988-02-09 1988-03-03 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1987-12-23 1988-02-09 Completed 100% $0.29 $0.27 -6.59% Stop
1987-12-01 1987-12-23 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1987-11-10 1987-12-01 Completed 100% $0.25 $0.23 -8.02% Stop
1987-10-19 1987-11-10 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-10-07 1987-10-19 Completed 100% $0.12 $0.33 184.62% Stop
1986-09-15 1986-10-07 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-08-22 1986-09-15 Completed 100% $0.12 $0.11 -10.10% Stop
1986-07-31 1986-08-22 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-07-16 1986-07-31 Completed 100% $0.12 $0.10 -14.08% Stop
1985-07-23 1986-07-16 Interest (CASH) 100% $1.00 $1.08 7.67% Interest Income
1985-06-26 1985-07-23 Completed 100% $0.06 $0.06 -6.90% Stop
1984-06-28 1985-06-26 Interest (CASH) 100% $1.00 $1.08 7.80% Interest Income
1984-06-22 1984-06-28 Completed 100% $0.10 $0.09 -12.93% Stop
1984-05-31 1984-06-22 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1984-05-02 1984-05-31 Completed 100% $0.11 $0.10 -12.78% Stop
1984-04-09 1984-05-02 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1984-02-23 1984-04-09 Completed 100% $0.09 $0.08 -14.16% Stop
1984-01-31 1984-02-23 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-12-02 1984-01-31 Completed 100% $0.07 $0.08 22.22% Stop
1983-11-09 1983-12-02 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-11-02 1983-11-09 Completed 100% $0.08 $0.06 -22.28% Stop
1983-10-11 1983-11-02 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-10-03 1983-10-11 Completed 100% $0.08 $0.07 -14.59% Stop
1983-09-09 1983-10-03 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-08-18 1983-09-09 Completed 100% $0.11 $0.11 -4.15% Stop
1983-07-27 1983-08-18 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-07-11 1983-07-27 Completed 100% $0.16 $0.13 -15.41% Stop
1983-06-16 1983-07-11 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-05-02 1983-06-16 Completed 100% $0.17 $0.19 8.17% Stop
1983-04-08 1983-05-02 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-03-02 1983-04-08 Completed 100% $0.16 $0.14 -14.56% Stop
1983-02-22 1983-03-02 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income