Apple Inc Stock Alpha and Beta Analysis
| AAPL Stock | USD 271.01 0.85 0.31% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Apple Inc. It also helps investors analyze the systematic and unsystematic risks associated with investing in Apple over a specified time horizon. Remember, high Apple's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Apple's market risk premium analysis include:
Beta 0.85 | Alpha 0.044 | Risk 1.11 | Sharpe Ratio 0.0858 | Expected Return 0.0952 |
Apple Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Check out Apple Backtesting, Apple Valuation, Apple Correlation, Apple Hype Analysis, Apple Volatility, Apple History and analyze Apple Performance. Apple Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Apple market risk premium is the additional return an investor will receive from holding Apple long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Apple. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Apple's performance over market.| α | 0.04 | β | 0.85 |
Apple expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Apple's Buy-and-hold return. Our buy-and-hold chart shows how Apple performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Apple Market Price Analysis
Market price analysis indicators help investors to evaluate how Apple stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Apple shares will generate the highest return on investment. By understating and applying Apple stock market price indicators, traders can identify Apple position entry and exit signals to maximize returns.
Apple Return and Market Media
The median price of Apple for the period between Sun, Oct 5, 2025 and Sat, Jan 3, 2026 is 270.97 with a coefficient of variation of 3.67. The daily time series for the period is distributed with a sample standard deviation of 9.83, arithmetic mean of 268.17, and mean deviation of 7.79. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
| Apple dividend paid on 13th of November 2025 | 11/13/2025 |
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About Apple Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Apple or other stocks. Alpha measures the amount that position in Apple Inc has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2016 | 2022 | 2025 | 2026 (projected) | Dividend Yield | 0.006084 | 0.004038 | 0.005574 | 0.005295 | Price To Sales Ratio | 6.19 | 9.18 | 7.03 | 7.38 |
Apple Upcoming Company Events
As portrayed in its financial statements, the presentation of Apple's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Apple's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Apple's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Apple. Please utilize our Beneish M Score to check the likelihood of Apple's management manipulating its earnings.
| 2nd of May 2024 Upcoming Quarterly Report | View | |
| 1st of August 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 7th of November 2024 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Build Portfolio with Apple
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Apple Backtesting, Apple Valuation, Apple Correlation, Apple Hype Analysis, Apple Volatility, Apple History and analyze Apple Performance. You can also try the AI Portfolio Prophet module to use AI to generate optimal portfolios and find profitable investment opportunities.
Apple technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.