BETA vs. AOMR

Last updated Jun 4, 2026

BETA (BETA Technologies, Inc) and AOMR (Angel Oak Mortgage, Inc.) are both stocks. BETA operates in Aerospace & Defense (Industrials), while AOMR operates in REIT - Mortgage (Real Estate). At a 0.31 correlation, their price movements are largely independent.

Performance

BETA vs. AOMR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BETA Technologies, Inc (BETA) and Angel Oak Mortgage, Inc. (AOMR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BETA achieves a -35.41% return, which is significantly lower than AOMR's -0.12% return.

BETA

• 1D: -1.83%
• 1M: 8.52%
• YTD: -35.41%
• 6M: -38.24%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AOMR

• 1D: -3.27%
• 1M: -8.15%
• YTD: -0.12%
• 6M: -3.48%
• 1Y: 2.54%
• 3Y*: 15.88%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BETA vs. AOMR - Yearly Performance Comparison

	2026 (YTD)	2025
BETA BETA Technologies, Inc	-35.41%	-21.64%
AOMR Angel Oak Mortgage, Inc.	-0.12%	-2.60%

Correlation

The correlation between BETA and AOMR is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025	0.31

Fundamentals

Market Cap BETA : $4.20B AOMR : $197.56M
EPS BETA : -$3.43 AOMR : $0.66
PS Ratio BETA : 110.22 AOMR : 3.20
PB Ratio BETA : 2.44 AOMR : 0.77
Total Revenue (TTM) BETA : $37.97M AOMR : $61.18M
Gross Profit (TTM) BETA : $19.08M AOMR : $51.68M
EBITDA (TTM) BETA : -$768.23M AOMR : $39.68M

Return for Risk

BETA vs. AOMR — Risk / Return Rank

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

AOMR

AOMR Risk / Return Rank: 41
AOMR Sharpe Ratio Rank: 44
AOMR Sortino Ratio Rank: 37
AOMR Omega Ratio Rank: 37
AOMR Calmar Ratio Rank: 44
AOMR Martin Ratio Rank: 44

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.

BETA vs. AOMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BETA Technologies, Inc (BETA) and Angel Oak Mortgage, Inc. (AOMR). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BETA	AOMR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.11	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.89	-0.11	-0.77

Drawdowns

BETA vs. AOMR - Drawdown Comparison

The maximum BETA drawdown since its inception was -63.07%, smaller than the maximum AOMR drawdown of -71.21%. Use the drawdown chart below to compare losses from any high point for BETA and AOMR.

Drawdown Indicators

	BETA	AOMR	Difference
Max Drawdown Largest peak-to-trough decline	-63.07%	-71.21%	+8.14%
Max Drawdown (1Y) Largest decline over 1 year	—	-15.57%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-37.21%	—
Current Drawdown Current decline from peak	-50.49%	-21.15%	-29.34%
Average Drawdown Average peak-to-trough decline	-40.64%	-23.43%	-17.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	7.59%	—

Volatility

Volatility by Period

	BETA	AOMR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.69%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	78.65%	23.48%	+55.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	78.65%	38.72%	+39.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	78.65%	38.72%	+39.93%

Dividends

BETA vs. AOMR - Dividend Comparison

BETA has not paid dividends to shareholders, while AOMR's dividend yield for the trailing twelve months is around 16.04%.

Position	TTM	2025	2024	2023	2022	2021
AOMR Angel Oak Mortgage, Inc.	16.04%	14.87%	13.79%	12.08%	35.31%	2.93%
BETA BETA Technologies, Inc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both BETA and AOMR in my portfolio?

BETA and AOMR have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.