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

Correlation

The correlation between RH and AAPL is 0.29, 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.


-0.50.00.51.00.3

Performance

RH vs. AAPL - Performance Comparison

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

0.00%20.00%40.00%60.00%80.00%AugustSeptemberOctoberNovemberDecember
57.89%
13.94%
RH
AAPL

Key characteristics

Sharpe Ratio

RH:

0.49

AAPL:

1.35

Sortino Ratio

RH:

1.23

AAPL:

2.00

Omega Ratio

RH:

1.14

AAPL:

1.25

Calmar Ratio

RH:

0.44

AAPL:

1.85

Martin Ratio

RH:

1.71

AAPL:

4.88

Ulcer Index

RH:

18.05%

AAPL:

6.29%

Daily Std Dev

RH:

62.62%

AAPL:

22.68%

Max Drawdown

RH:

-76.26%

AAPL:

-81.80%

Current Drawdown

RH:

-46.66%

AAPL:

-3.32%

Fundamentals

Market Cap

RH:

$7.41B

AAPL:

$3.86T

EPS

RH:

$3.62

AAPL:

$6.08

PE Ratio

RH:

109.96

AAPL:

42.04

PEG Ratio

RH:

1.40

AAPL:

2.34

Total Revenue (TTM)

RH:

$3.11B

AAPL:

$391.04B

Gross Profit (TTM)

RH:

$1.37B

AAPL:

$180.68B

EBITDA (TTM)

RH:

$424.02M

AAPL:

$134.66B

Returns By Period

Over the past 10 years, RH has underperformed AAPL with an annualized return of 15.31%, while AAPL has yielded a comparatively higher 26.31% annualized return.


RH

YTD

35.15%

1M

2.28%

6M

65.05%

1Y

35.15%

5Y*

13.07%

10Y*

15.31%

AAPL

YTD

0.00%

1M

5.52%

6M

13.94%

1Y

30.71%

5Y*

28.11%

10Y*

26.31%

*Annualized

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Risk-Adjusted Performance

RH vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for RH (RH) 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.


Sharpe ratio
The chart of Sharpe ratio for RH, currently valued at 0.56, compared to the broader market-4.00-2.000.002.000.561.35
The chart of Sortino ratio for RH, currently valued at 1.32, compared to the broader market-4.00-2.000.002.004.001.322.00
The chart of Omega ratio for RH, currently valued at 1.16, compared to the broader market0.501.001.502.001.161.25
The chart of Calmar ratio for RH, currently valued at 0.50, compared to the broader market0.002.004.006.000.501.85
The chart of Martin ratio for RH, currently valued at 1.96, compared to the broader market0.005.0010.0015.0020.0025.001.964.88
RH
AAPL

The current RH Sharpe Ratio is 0.49, which is lower than the AAPL Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of RH 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 Ratio-0.500.000.501.001.502.00AugustSeptemberOctoberNovemberDecember
0.56
1.35
RH
AAPL

Dividends

RH vs. AAPL - Dividend Comparison

RH has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.40%.


TTM2023202220212020201920182017201620152014
RH
RH
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
0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

RH vs. AAPL - Drawdown Comparison

The maximum RH drawdown since its inception was -76.26%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for RH and AAPL. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember
-46.66%
-3.32%
RH
AAPL

Volatility

RH vs. AAPL - Volatility Comparison

RH (RH) has a higher volatility of 20.86% compared to Apple Inc (AAPL) at 4.70%. This indicates that RH'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%AugustSeptemberOctoberNovemberDecember
20.86%
4.70%
RH
AAPL

Financials

RH vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between RH 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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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