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AHRT vs. ORC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AHRT vs. ORC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AH Realty Trust, Inc. (AHRT) and Orchid Island Capital, Inc. (ORC). The values are adjusted to include any dividend payments, if applicable.

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AHRT vs. ORC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AHRT
AH Realty Trust, Inc.
-14.74%-29.96%-10.80%15.05%-19.88%42.16%-35.91%37.08%-4.23%12.54%
ORC
Orchid Island Capital, Inc.
2.45%12.66%9.87%-3.10%-41.63%0.07%4.75%6.68%-20.38%1.07%

Fundamentals

Market Cap

AHRT:

$561.55M

ORC:

$1.17B

EPS

AHRT:

$0.06

ORC:

$1.19

PE Ratio

AHRT:

85.85

ORC:

5.93

PEG Ratio

AHRT:

0.94

ORC:

0.02

PS Ratio

AHRT:

1.24

ORC:

9.65

PB Ratio

AHRT:

1.23

ORC:

0.85

Total Revenue (TTM)

AHRT:

$387.81M

ORC:

$101.20M

Gross Profit (TTM)

AHRT:

$15.01M

ORC:

$97.60M

EBITDA (TTM)

AHRT:

$179.00M

ORC:

$356.52M

Returns By Period

In the year-to-date period, AHRT achieves a -14.74% return, which is significantly lower than ORC's 2.45% return. Over the past 10 years, AHRT has outperformed ORC with an annualized return of -1.15%, while ORC has yielded a comparatively lower -2.75% annualized return.


AHRT

1D
4.36%
1M
-9.70%
YTD
-14.74%
6M
-17.77%
1Y
-20.13%
3Y*
-16.28%
5Y*
-9.86%
10Y*
-1.15%

ORC

1D
3.53%
1M
-3.84%
YTD
2.45%
6M
10.59%
1Y
14.18%
3Y*
4.85%
5Y*
-9.64%
10Y*
-2.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AHRT vs. ORC — Risk / Return Rank

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

AHRT
AHRT Risk / Return Rank: 1212
Overall Rank
AHRT Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
AHRT Sortino Ratio Rank: 1414
Sortino Ratio Rank
AHRT Omega Ratio Rank: 1515
Omega Ratio Rank
AHRT Calmar Ratio Rank: 1515
Calmar Ratio Rank
AHRT Martin Ratio Rank: 22
Martin Ratio Rank

ORC
ORC Risk / Return Rank: 5959
Overall Rank
ORC Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
ORC Sortino Ratio Rank: 5555
Sortino Ratio Rank
ORC Omega Ratio Rank: 5555
Omega Ratio Rank
ORC Calmar Ratio Rank: 5959
Calmar Ratio Rank
ORC Martin Ratio Rank: 6464
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.

AHRT vs. ORC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AH Realty Trust, Inc. (AHRT) and Orchid Island Capital, Inc. (ORC). 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.


AHRTORCDifference

Sharpe ratio

Return per unit of total volatility

-0.66

0.59

-1.25

Sortino ratio

Return per unit of downside risk

-0.77

0.94

-1.71

Omega ratio

Gain probability vs. loss probability

0.91

1.13

-0.22

Calmar ratio

Return relative to maximum drawdown

-0.74

0.71

-1.45

Martin ratio

Return relative to average drawdown

-1.97

2.35

-4.32

AHRT vs. ORC - Sharpe Ratio Comparison

The current AHRT Sharpe Ratio is -0.66, which is lower than the ORC Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of AHRT and ORC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AHRTORCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.66

0.59

-1.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.36

-0.32

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.03

-0.07

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.01

-0.03

+0.04

Correlation

The correlation between AHRT and ORC is 0.33, 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.


Dividends

AHRT vs. ORC - Dividend Comparison

AHRT's dividend yield for the trailing twelve months is around 10.18%, less than ORC's 20.48% yield.


TTM20252024202320222021202020192018201720162015
AHRT
AH Realty Trust, Inc.
10.18%8.46%8.02%6.27%6.26%4.20%3.92%4.58%5.69%4.89%4.94%6.49%
ORC
Orchid Island Capital, Inc.
20.48%20.00%18.51%21.35%29.67%17.33%15.13%16.41%16.74%18.10%15.51%19.34%

Drawdowns

AHRT vs. ORC - Drawdown Comparison

The maximum AHRT drawdown since its inception was -62.05%, smaller than the maximum ORC drawdown of -75.77%. Use the drawdown chart below to compare losses from any high point for AHRT and ORC.


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Drawdown Indicators


AHRTORCDifference

Max Drawdown

Largest peak-to-trough decline

-62.05%

-75.77%

+13.72%

Max Drawdown (1Y)

Largest decline over 1 year

-27.19%

-18.90%

-8.29%

Max Drawdown (5Y)

Largest decline over 5 years

-55.49%

-68.46%

+12.97%

Max Drawdown (10Y)

Largest decline over 10 years

-62.05%

-75.77%

+13.72%

Current Drawdown

Current decline from peak

-57.05%

-44.77%

-12.28%

Average Drawdown

Average peak-to-trough decline

-18.91%

-28.59%

+9.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.17%

5.90%

+4.27%

Volatility

AHRT vs. ORC - Volatility Comparison

AH Realty Trust, Inc. (AHRT) has a higher volatility of 12.73% compared to Orchid Island Capital, Inc. (ORC) at 8.51%. This indicates that AHRT's price experiences larger fluctuations and is considered to be riskier than ORC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AHRTORCDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.73%

8.51%

+4.22%

Volatility (6M)

Calculated over the trailing 6-month period

22.41%

14.86%

+7.55%

Volatility (1Y)

Calculated over the trailing 1-year period

30.67%

24.17%

+6.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.38%

30.01%

-2.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.43%

37.74%

-4.31%

Financials

AHRT vs. ORC - Financials Comparison

This section allows you to compare key financial metrics between AH Realty Trust, Inc. and Orchid Island Capital, 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


-150.00M-100.00M-50.00M0.0050.00M100.00M150.00M200.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
75.66M
0
(AHRT) Total Revenue
(ORC) Total Revenue
Values in USD except per share items