ALD.AX vs. AAPL
ALD.AX (Ampol Limited) and AAPL (Apple Inc) are both stocks. ALD.AX operates in Oil & Gas Refining & Marketing (Energy), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, ALD.AX returned 5.26%/yr vs 30.58%/yr for AAPL. At a 0.02 correlation, their price movements are largely independent.
Performance
ALD.AX vs. AAPL - Performance Comparison
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Different Trading Currencies
ALD.AX is traded in AUD, while AAPL is traded in USD. To make them comparable, the AAPL values have been converted to AUD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ALD.AX achieves a 16.11% return, which is significantly higher than AAPL's 7.25% return. Over the past 10 years, ALD.AX has underperformed AAPL with an annualized return of 5.26%, while AAPL has yielded a comparatively higher 30.58% annualized return.
ALD.AX
- 1D
- 4.06%
- 1M
- 3.88%
- YTD
- 16.11%
- 6M
- 15.78%
- 1Y
- 47.10%
- 3Y*
- 9.26%
- 5Y*
- 9.43%
- 10Y*
- 5.26%
AAPL
- 1D
- -0.04%
- 1M
- 9.91%
- YTD
- 7.25%
- 6M
- 4.06%
- 1Y
- 41.94%
- 3Y*
- 18.07%
- 5Y*
- 22.44%
- 10Y*
- 30.58%
ALD.AX vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALD.AX Ampol Limited | 16.11% | 15.06% | -16.62% | 37.85% | 0.21% | 7.34% | -14.08% | 37.93% | -22.29% | 15.99% |
AAPL Apple Inc | 7.25% | 1.13% | 43.86% | 49.12% | -21.54% | 42.54% | 66.30% | 89.84% | 4.75% | 37.16% |
Correlation
The correlation between ALD.AX and AAPL is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.00 |
Correlation (All Time) Calculated using the full available price history since Jul 4, 2007 | 0.02 |
The correlation between ALD.AX and AAPL shifts across timeframes, from -0.09 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ALD.AX vs. AAPL — Risk / Return Rank
ALD.AX
AAPL
ALD.AX vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ampol Limited (ALD.AX) 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.
| ALD.AX | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.35 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 2.18 | +0.83 |
| Martin ratioReturn relative to average drawdown | 9.25 | 4.87 | +4.38 |
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
| ALD.AX | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 1.94 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.88 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 1.11 | -0.91 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.93 | -0.55 |
Drawdowns
ALD.AX vs. AAPL - Drawdown Comparison
The maximum ALD.AX drawdown since its inception was -76.76%, which is greater than AAPL's maximum drawdown of -47.23%. Use the drawdown chart below to compare losses from any high point for ALD.AX and AAPL.
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Drawdown Indicators
| ALD.AX | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.76% | -47.23% | -29.53% |
Max Drawdown (1Y)Largest decline over 1 year | -15.40% | -19.34% | +3.94% |
Max Drawdown (3Y)Largest decline over 3 years | -48.85% | -30.34% | -18.51% |
Max Drawdown (5Y)Largest decline over 5 years | -48.85% | -30.34% | -18.51% |
Max Drawdown (10Y)Largest decline over 10 years | -48.85% | -37.61% | -11.24% |
Current DrawdownCurrent decline from peak | -6.90% | -0.65% | -6.25% |
Average DrawdownAverage peak-to-trough decline | -20.81% | -10.52% | -10.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.03% | 8.63% | -3.60% |
Volatility
ALD.AX vs. AAPL - Volatility Comparison
Ampol Limited (ALD.AX) has a higher volatility of 8.47% compared to Apple Inc (AAPL) at 4.79%. This indicates that ALD.AX'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
| ALD.AX | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.47% | 4.79% | +3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 21.59% | 15.76% | +5.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.78% | 21.79% | +4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.86% | 25.69% | -0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.32% | 27.65% | -1.33% |
Dividends
ALD.AX vs. AAPL - Dividend Comparison
ALD.AX's dividend yield for the trailing twelve months is around 2.75%, more than AAPL's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.34% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
ALD.AX Ampol Limited | 2.75% | 1.41% | 8.51% | 6.92% | 5.69% | 2.53% | 2.67% | 2.74% | 4.63% | 3.29% | 3.94% | 2.57% |
Financials
ALD.AX vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Ampol Limited 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
Frequently Asked Questions
ALD.AX and AAPL have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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