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AHR vs. BYDDY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AHR vs. BYDDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Healthcare REIT, Inc. (AHR) and BYD Company Limited ADR (BYDDY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


AHR

1D
0.56%
1M
-9.30%
YTD
0.00%
6M
0.12%
1Y
34.24%
3Y*
5Y*
10Y*

BYDDY

1D
0.66%
1M
-13.95%
YTD
-8.48%
6M
-10.33%
1Y
-36.06%
3Y*
1.04%
5Y*
4.37%
10Y*
20.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AHR vs. BYDDY - Yearly Performance Comparison


2026 (YTD)20252024
AHR
American Healthcare REIT, Inc.
0.00%70.03%133.22%
BYDDY
BYD Company Limited ADR
-8.48%7.97%47.11%

Correlation

The correlation between AHR and BYDDY is 0.02, 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

0.02

Correlation (All Time)
Calculated using the full available price history since Feb 7, 2024

0.08

Fundamentals

Market Cap

AHR:

$8.80B

BYDDY:

$100.56B

EPS

AHR:

$140.17

BYDDY:

CN¥3.03

PE Ratio

AHR:

0.33

BYDDY:

24.67

PEG Ratio

AHR:

0.00

BYDDY:

0.18

PS Ratio

AHR:

0.01

BYDDY:

0.87

PB Ratio

AHR:

0.00

BYDDY:

2.73

Total Revenue (TTM)

AHR:

$652.49B

BYDDY:

CN¥779.53B

Gross Profit (TTM)

AHR:

$637.91B

BYDDY:

CN¥132.63B

EBITDA (TTM)

AHR:

$72.76B

BYDDY:

CN¥33.66B

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Return for Risk

AHR vs. BYDDY — Risk / Return Rank

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

AHR
AHR Risk / Return Rank: 8080
Overall Rank
AHR Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
AHR Sortino Ratio Rank: 7777
Sortino Ratio Rank
AHR Omega Ratio Rank: 7676
Omega Ratio Rank
AHR Calmar Ratio Rank: 8181
Calmar Ratio Rank
AHR Martin Ratio Rank: 8383
Martin Ratio Rank

BYDDY
BYDDY Risk / Return Rank: 55
Overall Rank
BYDDY Sharpe Ratio Rank: 66
Sharpe Ratio Rank
BYDDY Sortino Ratio Rank: 77
Sortino Ratio Rank
BYDDY Omega Ratio Rank: 99
Omega Ratio Rank
BYDDY Calmar Ratio Rank: 00
Calmar Ratio Rank
BYDDY Martin Ratio Rank: 55
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.

AHR vs. BYDDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Healthcare REIT, Inc. (AHR) and BYD Company Limited ADR (BYDDY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AHRBYDDYDifference
Sharpe ratioReturn per unit of total volatility

+2.42

Sortino ratioReturn per unit of downside risk

+3.43

Omega ratioGain probability vs. loss probability

1.26

0.84

+0.42

Calmar ratioReturn relative to maximum drawdown

2.53

-1.03

+3.55

Martin ratioReturn relative to average drawdown

7.06

-1.59

+8.65

AHR vs. BYDDY - Sharpe Ratio Comparison

The current AHR Sharpe Ratio is 1.44, which is higher than the BYDDY Sharpe Ratio of -0.98. The chart below compares the historical Sharpe Ratios of AHR and BYDDY, 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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Drawdowns

AHR vs. BYDDY - Drawdown Comparison

The maximum AHR drawdown since its inception was -13.62%, smaller than the maximum BYDDY drawdown of -97.38%. Use the drawdown chart below to compare losses from any high point for AHR and BYDDY.


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Drawdown Indicators


AHRBYDDYDifference

Max Drawdown

Largest peak-to-trough decline

-13.62%

-97.38%

+83.76%

Max Drawdown (1Y)

Largest decline over 1 year

-13.62%

-35.21%

+21.59%

Max Drawdown (3Y)

Largest decline over 3 years

-43.68%

Max Drawdown (5Y)

Largest decline over 5 years

-48.16%

Max Drawdown (10Y)

Largest decline over 10 years

-58.18%

Current Drawdown

Current decline from peak

-11.52%

-43.25%

+31.73%

Average Drawdown

Average peak-to-trough decline

-3.04%

-63.73%

+60.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.86%

24.19%

-19.33%

Volatility

AHR vs. BYDDY - Volatility Comparison

American Healthcare REIT, Inc. (AHR) and BYD Company Limited ADR (BYDDY) have volatilities of 8.92% and 8.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AHRBYDDYDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.92%

8.66%

+0.26%

Volatility (6M)

Calculated over the trailing 6-month period

18.98%

28.41%

-9.43%

Volatility (1Y)

Calculated over the trailing 1-year period

23.90%

37.02%

-13.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.81%

45.80%

-18.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.81%

47.24%

-20.43%

Dividends

AHR vs. BYDDY - Dividend Comparison

AHR's dividend yield for the trailing twelve months is around 2.14%, more than BYDDY's 0.48% yield.


PositionTTM2025202420232022202120202019201820172016
AHR
American Healthcare REIT, Inc.
2.14%2.12%3.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BYDDY
BYD Company Limited ADR
0.48%1.45%1.26%0.60%0.07%0.07%0.03%0.47%0.28%0.52%1.92%

Financials

AHR vs. BYDDY - Financials Comparison

This section allows you to compare key financial metrics between American Healthcare REIT, Inc. and BYD Company Limited ADR. 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


0.00100.00B200.00B300.00B400.00B500.00B600.00B700.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
650.77B
150.23B
(AHR) Total Revenue
(BYDDY) Total Revenue
Please note, different currencies. AHR values in USD, BYDDY values in CNY

AHR vs. BYDDY - Profitability Comparison

The chart below illustrates the profitability comparison between American Healthcare REIT, Inc. and BYD Company Limited ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
98.0%
18.8%
Portfolio components
AHR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a gross profit of 637.67B and revenue of 650.77B. Therefore, the gross margin over that period was 98.0%.

BYDDY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BYD Company Limited ADR reported a gross profit of 28.25B and revenue of 150.23B. Therefore, the gross margin over that period was 18.8%.

AHR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported an operating income of 138.60B and revenue of 650.77B, resulting in an operating margin of 21.3%.

BYDDY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BYD Company Limited ADR reported an operating income of 7.18B and revenue of 150.23B, resulting in an operating margin of 4.8%.

AHR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a net income of 23.71B and revenue of 650.77B, resulting in a net margin of 3.6%.

BYDDY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BYD Company Limited ADR reported a net income of 4.08B and revenue of 150.23B, resulting in a net margin of 2.7%.


Frequently Asked Questions


AHR and BYDDY have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AHR has higher volatility (8.92%) compared to BYDDY (8.66%). In terms of maximum drawdown, AHR dropped -13.62% vs BYDDY's -97.38%.

AHR currently has the higher Sharpe Ratio (1.44 vs -0.98), 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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