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AFRM vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AFRM and AAPL is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

AFRM vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Affirm Holdings, Inc. (AFRM) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%AugustSeptemberOctoberNovemberDecember2025
108.28%
4.40%
AFRM
AAPL

Key characteristics

Sharpe Ratio

AFRM:

0.38

AAPL:

1.40

Sortino Ratio

AFRM:

1.19

AAPL:

2.06

Omega Ratio

AFRM:

1.13

AAPL:

1.26

Calmar Ratio

AFRM:

0.34

AAPL:

1.89

Martin Ratio

AFRM:

1.08

AAPL:

4.95

Ulcer Index

AFRM:

27.13%

AAPL:

6.35%

Daily Std Dev

AFRM:

78.33%

AAPL:

22.40%

Max Drawdown

AFRM:

-94.71%

AAPL:

-81.80%

Current Drawdown

AFRM:

-65.19%

AAPL:

-6.30%

Fundamentals

Market Cap

AFRM:

$18.22B

AAPL:

$3.67T

EPS

AFRM:

-$1.41

AAPL:

$6.08

Total Revenue (TTM)

AFRM:

$1.93B

AAPL:

$271.46B

Gross Profit (TTM)

AFRM:

$1.53B

AAPL:

$125.83B

EBITDA (TTM)

AFRM:

$53.17M

AAPL:

$91.44B

Returns By Period

In the year-to-date period, AFRM achieves a -3.66% return, which is significantly lower than AAPL's -3.08% return.


AFRM

YTD

-3.66%

1M

-14.75%

6M

108.27%

1Y

33.13%

5Y*

N/A

10Y*

N/A

AAPL

YTD

-3.08%

1M

-1.64%

6M

4.41%

1Y

31.73%

5Y*

26.50%

10Y*

25.60%

*Annualized

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Risk-Adjusted Performance

AFRM vs. AAPL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AFRM
The Risk-Adjusted Performance Rank of AFRM is 6262
Overall Rank
The Sharpe Ratio Rank of AFRM is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of AFRM is 6666
Sortino Ratio Rank
The Omega Ratio Rank of AFRM is 6161
Omega Ratio Rank
The Calmar Ratio Rank of AFRM is 6363
Calmar Ratio Rank
The Martin Ratio Rank of AFRM is 6060
Martin Ratio Rank

AAPL
The Risk-Adjusted Performance Rank of AAPL is 8484
Overall Rank
The Sharpe Ratio Rank of AAPL is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 8282
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 8080
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 9090
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AFRM vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Affirm Holdings, Inc. (AFRM) 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.


The chart of Sharpe ratio for AFRM, currently valued at 0.38, compared to the broader market-4.00-2.000.002.000.381.40
The chart of Sortino ratio for AFRM, currently valued at 1.19, compared to the broader market-4.00-2.000.002.004.001.192.06
The chart of Omega ratio for AFRM, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.26
The chart of Calmar ratio for AFRM, currently valued at 0.34, compared to the broader market0.002.004.006.000.341.89
The chart of Martin ratio for AFRM, currently valued at 1.08, compared to the broader market-10.000.0010.0020.001.084.95
AFRM
AAPL

The current AFRM Sharpe Ratio is 0.38, which is lower than the AAPL Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of AFRM and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
0.38
1.40
AFRM
AAPL

Dividends

AFRM vs. AAPL - Dividend Comparison

AFRM has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.41%.


TTM20242023202220212020201920182017201620152014
AFRM
Affirm Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc
0.41%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

AFRM vs. AAPL - Drawdown Comparison

The maximum AFRM drawdown since its inception was -94.71%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for AFRM and AAPL. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-65.19%
-6.30%
AFRM
AAPL

Volatility

AFRM vs. AAPL - Volatility Comparison

Affirm Holdings, Inc. (AFRM) has a higher volatility of 19.21% compared to Apple Inc (AAPL) at 5.50%. This indicates that AFRM'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.


5.00%10.00%15.00%20.00%25.00%30.00%AugustSeptemberOctoberNovemberDecember2025
19.21%
5.50%
AFRM
AAPL

Financials

AFRM vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Affirm Holdings, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items