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
CAGR11.50%28.49%-3.02%15.76%13.25%28.97%17.44%18.78%
Sharpe Ratio0.611.08-0.160.540.580.880.600.39
Max Drawdown-13.80%-13.80%-45.94%-33.36%-45.94%-38.52%-57.40%-81.80%
% Time Invested62.7%100.0%63.6%100.0%71.0%100.0%55.6%100.0%
Trades / Year1.00.02.20.02.00.02.50.0

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2025-09-16 Open Open 100% $236.73 $270.17 14.13% Mark-to-Market
2025-05-06 2025-09-16 Interest 100% $1.00 $1.02 1.55% Interest Income
2025-05-02 2025-05-06 Completed 100% $205.20 $197.35 -3.82% Signal
2025-04-09 2025-05-02 Interest 100% $1.00 $1.00 0.27% Interest Income
2025-04-07 2025-04-09 Completed 100% $176.43 $171.20 -2.96% Signal
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
2024-06-18 2024-08-06 Completed 100% $215.92 $203.72 -5.65% Stop
2024-05-24 2024-06-18 Interest 100% $1.00 $1.00 0.27% Interest Income
2024-05-22 2024-05-24 Completed 100% $190.79 $187.37 -1.79% Signal
2024-03-15 2024-05-22 Interest 100% $1.00 $1.01 0.82% Interest Income
2023-11-20 2024-03-15 Completed 100% $187.94 $169.63 -9.74% Signal
2023-10-27 2023-11-20 Interest 100% $1.00 $1.00 0.29% Interest Income
2023-03-23 2023-10-27 Completed 100% $156.56 $164.98 5.37% Stop
2022-10-10 2023-03-23 Interest 100% $1.00 $1.02 1.67% Interest Income
2022-09-27 2022-10-10 Completed 100% $150.08 $137.97 -8.07% Signal
2022-06-06 2022-09-27 Interest 100% $1.00 $1.01 0.94% Interest Income
2022-06-02 2022-06-06 Completed 100% $145.05 $144.27 -0.54% Signal
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
2019-06-26 2020-02-28 Completed 100% $47.35 $62.16 31.28% Stop
2019-06-04 2019-06-26 Interest 100% $1.00 $1.00 0.13% Interest Income
2019-05-07 2019-06-04 Completed 100% $49.10 $42.00 -14.46% Stop
2019-03-21 2019-05-07 Interest 100% $1.00 $1.00 0.32% Interest Income
2019-03-19 2019-03-21 Completed 100% $44.92 $45.32 0.89% Signal
2018-12-24 2019-03-19 Interest 100% $1.00 $1.01 0.60% Interest Income
2018-12-07 2018-12-24 Completed 100% $41.20 $35.18 -14.61% Signal
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
2016-08-31 2018-02-12 Completed 100% $24.21 $37.24 53.83% Stop
2015-09-01 2016-08-31 Interest 100% $1.00 $1.02 1.90% Interest Income
2015-08-28 2015-09-01 Completed 100% $25.16 $24.71 -1.80% Signal
2015-08-06 2015-08-28 Interest 100% $1.00 $1.00 0.14% Interest Income
2013-09-11 2015-08-06 Completed 100% $14.39 $26.01 80.79% Stop
2012-12-11 2013-09-11 Interest 100% $1.00 $1.02 1.60% Interest Income
2012-11-23 2012-12-11 Completed 100% $17.15 $16.32 -4.83% Signal
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
2009-05-14 2010-05-07 Completed 100% $3.59 $7.30 103.46% Stop
2008-09-09 2009-05-14 Interest 100% $1.00 $1.02 2.07% Interest Income
2008-08-14 2008-09-09 Completed 100% $5.34 $4.70 -12.04% Stop
2008-07-23 2008-08-14 Interest 100% $1.00 $1.00 0.25% Interest Income
2008-05-19 2008-07-23 Completed 100% $5.63 $4.94 -12.17% Stop
2008-03-07 2008-05-19 Interest 100% $1.00 $1.01 0.71% Interest Income
2008-02-04 2008-03-07 Completed 100% $4.02 $3.61 -10.28% Signal
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
2006-09-26 2006-12-28 Completed 100% $2.28 $2.40 5.30% Stop
2006-07-28 2006-09-26 Interest 100% $1.00 $1.01 0.77% Interest Income
2006-07-26 2006-07-28 Completed 100% $1.86 $1.92 3.13% Signal
2006-06-01 2006-07-26 Interest 100% $1.00 $1.01 0.75% 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
2003-12-11 2005-04-15 Completed 100% $0.30 $1.10 261.68% Stop
2003-11-18 2003-12-11 Interest 100% $1.00 $1.00 0.27% Interest Income
2003-06-09 2003-11-18 Completed 100% $0.25 $0.32 25.21% Stop
2003-05-15 2003-06-09 Interest 100% $1.00 $1.00 0.21% Interest Income
2003-05-07 2003-05-15 Completed 100% $0.26 $0.28 7.33% Signal
2002-07-10 2003-05-07 Interest 100% $1.00 $1.03 3.31% Interest Income
2002-07-05 2002-07-10 Completed 100% $0.27 $0.27 -0.00% Signal
2002-06-12 2002-07-05 Interest 100% $1.00 $1.00 0.30% Interest Income
2002-05-31 2002-06-12 Completed 100% $0.36 $0.31 -15.28% Stop
2002-05-08 2002-05-31 Interest 100% $1.00 $1.00 0.32% Interest Income
2002-03-18 2002-05-08 Completed 100% $0.37 $0.35 -7.01% Stop
2002-02-22 2002-03-18 Interest 100% $1.00 $1.00 0.32% Interest Income
2002-01-07 2002-02-22 Completed 100% $0.36 $0.32 -8.68% Stop
2001-09-07 2002-01-07 Interest 100% $1.00 $1.01 1.47% Interest Income
2001-08-10 2001-09-07 Completed 100% $0.29 $0.26 -8.09% Signal
2001-07-19 2001-08-10 Interest 100% $1.00 $1.00 0.32% Interest Income
2001-06-27 2001-07-19 Completed 100% $0.36 $0.32 -10.91% Stop
2000-09-06 2001-06-27 Interest 100% $1.00 $1.04 4.28% Interest Income
2000-08-30 2000-09-06 Completed 100% $0.88 $0.92 4.03% Signal
2000-07-07 2000-08-30 Interest 100% $1.00 $1.01 0.87% Interest Income
2000-06-02 2000-07-07 Completed 100% $0.70 $0.79 12.20% Signal
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
1999-05-12 1999-09-24 Completed 100% $0.34 $0.47 41.23% Stop
1999-04-08 1999-05-12 Interest 100% $1.00 $1.00 0.49% Interest Income
1999-03-29 1999-04-08 Completed 100% $0.25 $0.28 10.07% Signal
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
1998-06-19 1998-08-28 Completed 100% $0.21 $0.28 35.62% Stop
1998-05-28 1998-06-19 Interest 100% $1.00 $1.00 0.34% Interest Income
1998-03-06 1998-05-28 Completed 100% $0.18 $0.20 12.04% Stop
1997-12-03 1998-03-06 Interest 100% $1.00 $1.01 1.38% Interest Income
1997-11-11 1997-12-03 Completed 100% $0.14 $0.12 -15.46% Stop
1997-10-20 1997-11-11 Interest 100% $1.00 $1.00 0.37% Interest Income
1997-09-02 1997-10-20 Completed 100% $0.16 $0.15 -8.52% Stop
1997-08-07 1997-09-02 Interest 100% $1.00 $1.00 0.41% Interest Income
1997-08-05 1997-08-07 Completed 100% $0.15 $0.22 44.20% Signal
1996-12-23 1997-08-05 Interest 100% $1.00 $1.04 3.99% Interest Income
1996-11-25 1996-12-23 Completed 100% $0.19 $0.18 -5.42% Stop
1995-09-18 1996-11-25 Interest 100% $1.00 $1.08 7.64% 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
1995-05-30 1995-08-14 Completed 100% $0.32 $0.32 0.88% Stop
1995-05-02 1995-05-30 Interest 100% $1.00 $1.00 0.49% Interest Income
1995-04-06 1995-05-02 Completed 100% $0.28 $0.28 2.68% Signal
1995-03-15 1995-04-06 Interest 100% $1.00 $1.00 0.44% Interest Income
1995-02-17 1995-03-15 Completed 100% $0.32 $0.26 -17.20% Stop
1995-01-26 1995-02-17 Interest 100% $1.00 $1.00 0.46% Interest Income
1994-12-19 1995-01-26 Completed 100% $0.28 $0.30 9.73% Stop
1994-11-25 1994-12-19 Interest 100% $1.00 $1.00 0.48% Interest Income
1994-09-08 1994-11-25 Completed 100% $0.27 $0.27 2.74% Stop
1994-06-02 1994-09-08 Interest 100% $1.00 $1.02 1.90% Interest Income
1994-04-22 1994-06-02 Completed 100% $0.23 $0.21 -8.84% Stop
1994-03-30 1994-04-22 Interest 100% $1.00 $1.00 0.43% Interest Income
1994-03-02 1994-03-30 Completed 100% $0.26 $0.24 -7.80% Stop
1993-05-13 1994-03-02 Interest 100% $1.00 $1.05 4.59% Interest Income
1993-05-06 1993-05-13 Completed 100% $0.39 $0.39 -1.83% Signal
1993-04-14 1993-05-06 Interest 100% $1.00 $1.00 0.37% Interest Income
1993-03-08 1993-04-14 Completed 100% $0.40 $0.35 -12.27% Stop
1993-02-11 1993-03-08 Interest 100% $1.00 $1.00 0.38% Interest Income
1992-12-14 1993-02-11 Completed 100% $0.41 $0.40 -3.04% Stop
1992-06-16 1992-12-14 Interest 100% $1.00 $1.03 3.30% 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
1992-01-02 1992-03-31 Completed 100% $0.40 $0.42 4.68% Stop
1991-08-19 1992-01-02 Interest 100% $1.00 $1.03 2.72% Interest Income
1991-08-15 1991-08-19 Completed 100% $0.39 $0.35 -9.80% Signal
1991-07-05 1991-08-15 Interest 100% $1.00 $1.01 0.91% Interest Income
1991-06-13 1991-07-05 Completed 100% $0.30 $0.31 1.18% Signal
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
1991-01-09 1991-04-16 Completed 100% $0.31 $0.45 43.24% Stop
1990-09-25 1991-01-09 Interest 100% $1.00 $1.02 2.37% Interest Income
1990-09-18 1990-09-25 Completed 100% $0.24 $0.22 -9.63% Signal
1990-08-24 1990-09-18 Interest 100% $1.00 $1.01 0.54% Interest Income
1990-08-13 1990-08-24 Completed 100% $0.27 $0.25 -6.96% Stop
1990-07-20 1990-08-13 Interest 100% $1.00 $1.01 0.52% Interest Income
1990-05-21 1990-07-20 Completed 100% $0.28 $0.30 6.33% Stop
1990-01-04 1990-05-21 Interest 100% $1.00 $1.03 3.15% Interest Income
1990-01-02 1990-01-04 Completed 100% $0.25 $0.27 8.51% Signal
1989-12-07 1990-01-02 Interest 100% $1.00 $1.00 0.49% Interest Income
1989-07-18 1989-12-07 Completed 100% $0.28 $0.30 4.18% Stop
1989-06-23 1989-07-18 Interest 100% $1.00 $1.00 0.49% Interest Income
1989-06-09 1989-06-23 Completed 100% $0.33 $0.30 -8.47% Stop
1989-05-17 1989-06-09 Interest 100% $1.00 $1.00 0.49% Interest Income
1989-05-11 1989-05-17 Completed 100% $0.30 $0.31 4.62% Signal
1988-09-28 1989-05-11 Interest 100% $1.00 $1.05 4.84% Interest Income
1988-09-15 1988-09-28 Completed 100% $0.29 $0.30 3.57% Signal
1988-08-23 1988-09-15 Interest 100% $1.00 $1.00 0.49% Interest Income
1988-06-30 1988-08-23 Completed 100% $0.32 $0.27 -13.89% Stop
1987-12-01 1988-06-30 Interest 100% $1.00 $1.05 4.56% 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
1986-08-12 1986-09-15 Completed 100% $0.11 $0.11 -3.37% Stop
1986-07-21 1986-08-12 Interest 100% $1.00 $1.00 0.49% Interest Income
1986-07-14 1986-07-21 Completed 100% $0.13 $0.11 -11.11% Stop
1986-06-19 1986-07-14 Interest 100% $1.00 $1.00 0.49% Interest Income
1986-05-22 1986-06-19 Completed 100% $0.13 $0.12 -7.43% Stop
1986-04-30 1986-05-22 Interest 100% $1.00 $1.00 0.49% Interest Income
1985-12-12 1986-04-30 Completed 100% $0.07 $0.11 57.23% Stop
1985-07-01 1985-12-12 Interest 100% $1.00 $1.04 3.52% Interest Income
1985-06-26 1985-07-01 Completed 100% $0.06 $0.06 0.00% Signal
1985-03-28 1985-06-26 Interest 100% $1.00 $1.02 1.90% Interest Income
1985-03-22 1985-03-28 Completed 100% $0.08 $0.07 -3.31% Signal
1985-02-28 1985-03-22 Interest 100% $1.00 $1.00 0.49% Interest Income
1985-01-31 1985-02-28 Completed 100% $0.10 $0.09 -15.90% Stop
1984-10-01 1985-01-31 Interest 100% $1.00 $1.03 2.61% Interest Income
1984-07-23 1984-10-01 Completed 100% $0.09 $0.09 -1.48% Stop
1984-06-28 1984-07-23 Interest 100% $1.00 $1.00 0.49% 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
1984-05-03 1984-05-31 Completed 100% $0.11 $0.10 -12.12% Stop
1983-08-26 1984-05-03 Interest 100% $1.00 $1.05 5.39% Interest Income
1983-08-18 1983-08-26 Completed 100% $0.11 $0.10 -7.92% Signal
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
1983-04-08 1983-06-16 Completed 100% $0.14 $0.19 37.86% Stop
1983-03-16 1983-04-08 Interest 100% $1.00 $1.00 0.49% Interest Income
1983-02-24 1983-03-16 Completed 100% $0.16 $0.14 -11.11% Stop
1983-02-22 1983-02-24 Interest 100% $1.00 $1.00 0.03% Interest Income

Return Distribution Analysis

Return Distribution