AB vs. AAPL
Compare and contrast key facts about AllianceBernstein Holding L.P. (AB) and Apple Inc (AAPL).
Performance
AB vs. AAPL - Performance Comparison
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AB vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | -0.36% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
AAPL Apple Inc | -6.56% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Fundamentals
AB:
$3.39B
AAPL:
$3.76T
AB:
$2.89
AAPL:
$7.89
AB:
12.98
AAPL:
32.15
AB:
11.69
AAPL:
8.69
AB:
2.88
AAPL:
42.62
AB:
$332.76M
AAPL:
$435.62B
AB:
$332.76M
AAPL:
$206.16B
AB:
$243.00M
AAPL:
$150.07B
Returns By Period
In the year-to-date period, AB achieves a -0.36% return, which is significantly higher than AAPL's -6.56% return. Over the past 10 years, AB has underperformed AAPL with an annualized return of 13.83%, while AAPL has yielded a comparatively higher 26.13% annualized return.
AB
- 1D
- 2.69%
- 1M
- -4.64%
- YTD
- -0.36%
- 6M
- 2.51%
- 1Y
- 6.25%
- 3Y*
- 9.97%
- 5Y*
- 6.71%
- 10Y*
- 13.83%
AAPL
- 1D
- 2.90%
- 1M
- -3.93%
- YTD
- -6.56%
- 6M
- -0.14%
- 1Y
- 14.75%
- 3Y*
- 16.01%
- 5Y*
- 16.20%
- 10Y*
- 26.13%
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Return for Risk
AB vs. AAPL — Risk / Return Rank
AB
AAPL
AB vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianceBernstein Holding L.P. (AB) and Apple Inc (AAPL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AB | AAPL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.47 | -0.23 |
Sortino ratioReturn per unit of downside risk | 0.54 | 0.92 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.13 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 0.74 | -0.34 |
Martin ratioReturn relative to average drawdown | 0.99 | 2.30 | -1.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AB | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.47 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.59 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.91 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.43 | +0.02 |
Correlation
The correlation between AB and AAPL is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AB vs. AAPL - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.03%, more than AAPL's 0.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.03% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
AAPL Apple Inc | 0.41% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
Drawdowns
AB vs. AAPL - Drawdown Comparison
The maximum AB drawdown since its inception was -87.65%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for AB and AAPL.
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Drawdown Indicators
| AB | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.65% | -81.80% | -5.85% |
Max Drawdown (1Y)Largest decline over 1 year | -15.41% | -22.99% | +7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -45.76% | -33.36% | -12.40% |
Max Drawdown (10Y)Largest decline over 10 years | -58.08% | -38.52% | -19.56% |
Current DrawdownCurrent decline from peak | -10.42% | -11.24% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -26.30% | -29.71% | +3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.17% | 7.38% | -1.21% |
Volatility
AB vs. AAPL - Volatility Comparison
AllianceBernstein Holding L.P. (AB) has a higher volatility of 7.70% compared to Apple Inc (AAPL) at 5.58%. This indicates that AB's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AB | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.70% | 5.58% | +2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 18.83% | 15.09% | +3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.61% | 31.66% | -5.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.50% | 27.46% | +1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.46% | 28.94% | +3.52% |
Financials
AB vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between AllianceBernstein Holding L.P. and Apple Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AB vs. AAPL - Profitability Comparison
AB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, AllianceBernstein Holding L.P. reported a gross profit of 89.76M and revenue of 89.76M. Therefore, the gross margin over that period was 100.0%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Apple Inc reported a gross profit of 69.23B and revenue of 143.76B. Therefore, the gross margin over that period was 48.2%.
AB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, AllianceBernstein Holding L.P. reported an operating income of 89.76M and revenue of 89.76M, resulting in an operating margin of 100.0%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Apple Inc reported an operating income of 50.85B and revenue of 143.76B, resulting in an operating margin of 35.4%.
AB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, AllianceBernstein Holding L.P. reported a net income of 81.80M and revenue of 89.76M, resulting in a net margin of 91.1%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Apple Inc reported a net income of 42.10B and revenue of 143.76B, resulting in a net margin of 29.3%.