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RYCEY vs. AAPL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RYCEY vs. AAPL - Performance Comparison

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

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Returns By Period

In the year-to-date period, RYCEY achieves a 9.76% return, which is significantly lower than AAPL's 16.16% return. Over the past 10 years, RYCEY has underperformed AAPL with an annualized return of 7.82%, while AAPL has yielded a comparatively higher 30.33% annualized return.


RYCEY

1D
0.64%
1M
5.14%
YTD
9.76%
6M
24.58%
1Y
44.74%
3Y*
112.11%
5Y*
62.95%
10Y*
7.82%

AAPL

1D
2.90%
1M
12.62%
YTD
16.16%
6M
10.34%
1Y
56.89%
3Y*
20.88%
5Y*
21.22%
10Y*
30.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RYCEY vs. AAPL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RYCEY
Rolls-Royce Holdings plc
9.76%123.64%88.21%253.27%-33.95%2.53%-82.05%-12.69%-7.35%40.70%
AAPL
Apple Inc
16.16%9.05%30.71%49.01%-26.40%34.65%82.31%88.96%-5.39%48.46%

Correlation

The correlation between RYCEY and AAPL is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.17

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Jul 8, 2014

0.24

Fundamentals

Market Cap

RYCEY:

$144.36B

AAPL:

$4.65T

EPS

RYCEY:

$0.99

AAPL:

$8.24

PE Ratio

RYCEY:

17.35

AAPL:

38.27

PEG Ratio

RYCEY:

0.04

AAPL:

5.04

PS Ratio

RYCEY:

3.62

AAPL:

10.39

PB Ratio

RYCEY:

53.05

AAPL:

43.71

Total Revenue (TTM)

RYCEY:

$40.04B

AAPL:

$451.44B

Gross Profit (TTM)

RYCEY:

$10.10B

AAPL:

$216.07B

EBITDA (TTM)

RYCEY:

$8.04B

AAPL:

$153.63B

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Return for Risk

RYCEY vs. AAPL — Risk / Return Rank

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

RYCEY
RYCEY Risk / Return Rank: 7474
Overall Rank
RYCEY Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
RYCEY Sortino Ratio Rank: 7272
Sortino Ratio Rank
RYCEY Omega Ratio Rank: 6969
Omega Ratio Rank
RYCEY Calmar Ratio Rank: 7676
Calmar Ratio Rank
RYCEY Martin Ratio Rank: 7979
Martin Ratio Rank

AAPL
AAPL Risk / Return Rank: 9090
Overall Rank
AAPL Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 9292
Sortino Ratio Rank
AAPL Omega Ratio Rank: 9191
Omega Ratio Rank
AAPL Calmar Ratio Rank: 8888
Calmar Ratio Rank
AAPL Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RYCEY vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rolls-Royce Holdings plc (RYCEY) 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.


RYCEYAAPLDifference

Sharpe ratio

Return per unit of total volatility

1.19

2.57

-1.38

Sortino ratio

Return per unit of downside risk

1.85

3.56

-1.71

Omega ratio

Gain probability vs. loss probability

1.22

1.46

-0.23

Calmar ratio

Return relative to maximum drawdown

2.26

4.17

-1.91

Martin ratio

Return relative to average drawdown

6.50

10.52

-4.02

RYCEY vs. AAPL - Sharpe Ratio Comparison

The current RYCEY Sharpe Ratio is 1.19, which is lower than the AAPL Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of RYCEY and AAPL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RYCEYAAPLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

2.57

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.46

0.78

+0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.16

1.05

-0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.23

0.44

-0.67

Drawdowns

RYCEY vs. AAPL - Drawdown Comparison

The maximum RYCEY drawdown since its inception was -99.07%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for RYCEY and AAPL.


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Drawdown Indicators


RYCEYAAPLDifference

Max Drawdown

Largest peak-to-trough decline

-99.07%

-81.80%

-17.27%

Max Drawdown (1Y)

Largest decline over 1 year

-21.75%

-13.80%

-7.95%

Max Drawdown (3Y)

Largest decline over 3 years

-23.37%

-33.36%

+9.99%

Max Drawdown (5Y)

Largest decline over 5 years

-62.01%

-33.36%

-28.65%

Max Drawdown (10Y)

Largest decline over 10 years

-94.64%

-38.52%

-56.12%

Current Drawdown

Current decline from peak

-78.21%

0.00%

-78.21%

Average Drawdown

Average peak-to-trough decline

-84.20%

-29.61%

-54.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.57%

5.47%

+2.10%

Volatility

RYCEY vs. AAPL - Volatility Comparison

Rolls-Royce Holdings plc (RYCEY) has a higher volatility of 13.06% compared to Apple Inc (AAPL) at 5.32%. This indicates that RYCEY'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


RYCEYAAPLDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.06%

5.32%

+7.74%

Volatility (6M)

Calculated over the trailing 6-month period

32.77%

15.89%

+16.88%

Volatility (1Y)

Calculated over the trailing 1-year period

37.82%

22.25%

+15.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.53%

27.46%

+16.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.35%

28.89%

+20.46%

Dividends

RYCEY vs. AAPL - Dividend Comparison

RYCEY's dividend yield for the trailing twelve months is around 0.74%, more than AAPL's 0.33% yield.


PositionTTM20252024202320222021202020192018201720162015
AAPL
Apple Inc
0.33%0.38%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%
RYCEY
Rolls-Royce Holdings plc
0.74%0.86%0.00%0.00%0.00%0.00%5.51%1.56%1.32%1.55%4.19%14.44%

Financials

RYCEY vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Rolls-Royce Holdings plc 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


0.0050.00B100.00B150.00B202120222023202420252026
11.64B
111.18B
(RYCEY) Total Revenue
(AAPL) Total Revenue
Values in USD except per share items

RYCEY vs. AAPL - Profitability Comparison

The chart below illustrates the profitability comparison between Rolls-Royce Holdings plc and Apple Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%202120222023202420252026
27.4%
49.3%
Portfolio components
RYCEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported a gross profit of 3.19B and revenue of 11.64B. Therefore, the gross margin over that period was 27.4%.

AAPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.

RYCEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported an operating income of 3.23B and revenue of 11.64B, resulting in an operating margin of 27.7%.

AAPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.

RYCEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rolls-Royce Holdings plc reported a net income of 1.42B and revenue of 11.64B, resulting in a net margin of 12.2%.

AAPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.


Frequently Asked Questions


RYCEY and AAPL have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RYCEY has higher volatility (13.06%) compared to AAPL (5.32%). In terms of maximum drawdown, RYCEY dropped -99.07% vs AAPL's -81.80%.

AAPL currently has the higher Sharpe Ratio (2.57 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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