BETA vs. APAM
BETA (BETA Technologies, Inc) and APAM (Artisan Partners Asset Management Inc.) are both stocks. BETA operates in Aerospace & Defense (Industrials), while APAM operates in Asset Management (Financial Services). At a 0.21 correlation, their price movements are largely independent.
Performance
BETA vs. APAM - Performance Comparison
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Returns By Period
In the year-to-date period, BETA achieves a -44.24% return, which is significantly lower than APAM's -6.45% return.
BETA
- 1D
- -2.30%
- 1M
- -6.15%
- YTD
- -44.24%
- 6M
- -50.63%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
APAM
- 1D
- 0.28%
- 1M
- -4.76%
- YTD
- -6.45%
- 6M
- -8.88%
- 1Y
- -7.50%
- 3Y*
- 8.30%
- 5Y*
- 1.79%
- 10Y*
- 12.14%
BETA vs. APAM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BETA BETA Technologies, Inc | -44.24% | -17.03% |
APAM Artisan Partners Asset Management Inc. | -6.45% | -4.96% |
Correlation
The correlation between BETA and APAM is 0.21, 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 4, 2025 | 0.21 |
Fundamentals
BETA:
$3.63B
APAM:
$2.56B
BETA:
-$3.43
APAM:
$4.04
BETA:
95.16
APAM:
2.06
BETA:
2.10
APAM:
5.91
BETA:
$37.97M
APAM:
$1.24B
BETA:
$19.08M
APAM:
$730.62M
BETA:
-$768.23M
APAM:
$499.32M
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Return for Risk
BETA vs. APAM — Risk / Return Rank
BETA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
APAM
BETA vs. APAM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BETA Technologies, Inc (BETA) and Artisan Partners Asset Management Inc. (APAM). 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.
| BETA | APAM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.97 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.34 | — |
| Martin ratioReturn relative to average drawdown | — | -0.66 | — |
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Drawdowns
BETA vs. APAM - Drawdown Comparison
The maximum BETA drawdown since its inception was -63.07%, which is greater than APAM's maximum drawdown of -59.70%. Use the drawdown chart below to compare losses from any high point for BETA and APAM.
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Drawdown Indicators
| BETA | APAM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.07% | -59.70% | -3.37% |
Max Drawdown (1Y)Largest decline over 1 year | — | -21.92% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.91% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.30% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.07% | — |
Current DrawdownCurrent decline from peak | -57.26% | -18.28% | -38.98% |
Average DrawdownAverage peak-to-trough decline | -41.49% | -23.68% | -17.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 11.41% | — |
Volatility
BETA vs. APAM - Volatility Comparison
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Volatility by Period
| BETA | APAM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.35% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 19.18% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 78.05% | 24.86% | +53.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 78.05% | 31.06% | +46.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 78.05% | 33.45% | +44.60% |
Dividends
BETA vs. APAM - Dividend Comparison
BETA has not paid dividends to shareholders, while APAM's dividend yield for the trailing twelve months is around 11.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APAM Artisan Partners Asset Management Inc. | 11.01% | 8.91% | 7.34% | 6.02% | 12.36% | 8.88% | 6.73% | 10.49% | 14.43% | 6.99% | 9.41% | 9.29% |
BETA BETA Technologies, Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BETA vs. APAM - Financials Comparison
This section allows you to compare key financial metrics between BETA Technologies, Inc and Artisan Partners Asset Management 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BETA and APAM have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for BETA and APAM
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