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Apollo Global Management APO

equity

Price History

$10.24$65.17$120.1$175.03
2011-03 · DCA start$18

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-58.2%-38.8%-19.4%0.0%
2011-032026-08 · -20.8%

Worst drawdown: −58%, peaking Jan 2014 and bottoming Jan 2016 — 47 months below the prior high before recovering.

DCA Backtest

Invested
$18,600
Value today
$83,896
Return
+351.1%
Months invested
186

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $23,759 today, so the real (inflation-adjusted) return is +253.1%.

Lump sum instead — $18,600 all at once in Mar 2011: $143,230 (+670.1%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Nov 2024): $2,260 on $2,200 invested (+2.7%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2011-03: +351.1%

About Apollo Global Management

Apollo Global Management, Inc. is an American asset management firm that primarily invests in alternative assets. As of 2025, the company had $840 billion of assets under management, including $392 billion invested in credit, including mezzanine capital, hedge funds, non-performing loans, and collateralized loan obligations, $99 billion invested in private equity, and $46.2 billion invested in real assets, which includes real estate and infrastructure. (Wikipedia)

It's a listed company categorised under financials and asset management & custody banks, with a market cap of about $81.9B.

It rates Medium-Low Risk at 2.0/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: sector / regulatory (4.0/5) and market / volatility (3.3/5).

Scoring well: earnings quality at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.0/5)80% rated

How these ratings work

Market / Volatility3.3/5 · weight 20%
  • Annualised volatility (3yr)3/533.1
  • Max drawdown from ATH3/558.2
  • Beta vs S&P 5004/51.6
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5503.8m
  • Float % of shares outstandingnot yet researched
Leverage / Financial1.0/5 · weight 20%
  • Debt / equity1/50.65
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/59.2
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.