BETA vs. MSFT

Last updated Jun 3, 2026

BETA (BETA Technologies, Inc) and MSFT (Microsoft Corporation) are both stocks. BETA operates in Aerospace & Defense (Industrials), while MSFT operates in Software - Infrastructure (Technology). At a 0.28 correlation, their price movements are largely independent.

Performance

BETA vs. MSFT - Performance Comparison

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

Returns By Period

In the year-to-date period, BETA achieves a -34.21% return, which is significantly lower than MSFT's -8.34% return.

BETA

• 1D: 2.94%
• 1M: 14.22%
• YTD: -34.21%
• 6M: -34.58%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MSFT

• 1D: -4.17%
• 1M: 6.71%
• YTD: -8.34%
• 6M: -9.54%
• 1Y: -3.71%
• 3Y*: 10.44%
• 5Y*: 13.35%
• 10Y*: 25.43%

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

BETA vs. MSFT - Yearly Performance Comparison

	2026 (YTD)	2025
BETA BETA Technologies, Inc	-34.21%	-21.64%
MSFT Microsoft Corporation	-8.34%	-5.79%

Correlation

The correlation between BETA and MSFT is 0.28, 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	0.28

Fundamentals

Market Cap BETA : $4.28B MSFT : $3.29T
EPS BETA : -$3.43 MSFT : $16.79
PS Ratio BETA : 112.28 MSFT : 10.34
PB Ratio BETA : 2.48 MSFT : 7.93
Total Revenue (TTM) BETA : $37.97M MSFT : $318.27B
Gross Profit (TTM) BETA : $19.08M MSFT : $217.41B
EBITDA (TTM) BETA : -$768.23M MSFT : $200.96B

Return for Risk

BETA vs. MSFT — Risk / Return Rank

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

MSFT

MSFT Risk / Return Rank: 33
MSFT Sharpe Ratio Rank: 34
MSFT Sortino Ratio Rank: 28
MSFT Omega Ratio Rank: 29
MSFT Calmar Ratio Rank: 36
MSFT Martin Ratio Rank: 37

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. MSFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BETA Technologies, Inc (BETA) and Microsoft Corporation (MSFT). 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	MSFT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.15	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.50	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.94	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.88	0.75	-1.62

Drawdowns

BETA vs. MSFT - Drawdown Comparison

The maximum BETA drawdown since its inception was -63.07%, smaller than the maximum MSFT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for BETA and MSFT.

Drawdown Indicators

	BETA	MSFT	Difference
Max Drawdown Largest peak-to-trough decline	-63.07%	-69.38%	+6.31%
Max Drawdown (1Y) Largest decline over 1 year	—	-33.91%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-33.91%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-37.15%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.15%	—
Current Drawdown Current decline from peak	-49.57%	-18.07%	-31.50%
Average Drawdown Average peak-to-trough decline	-40.57%	-21.78%	-18.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	15.90%	—

Volatility

Volatility by Period

	BETA	MSFT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.31%	—
Volatility (6M) Calculated over the trailing 6-month period	—	22.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	78.91%	24.92%	+53.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	78.91%	26.59%	+52.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	78.91%	27.03%	+51.88%

Dividends

BETA vs. MSFT - Dividend Comparison

BETA has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.81%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
MSFT Microsoft Corporation	0.81%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%

Financials

Frequently Asked Questions

Can I hold both BETA and MSFT in my portfolio?

BETA and MSFT have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.