Orchestra BioMed Holdings, Inc. (OBIO) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$3,795
Total Return
-62.05%
CAGR
-17.62%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.57%
Median-0.10%
Best+102.06%
Worst-59.55%
% of Windows Positive47.7%
1-Year (252 Trading Days)
Average-14.97%
Median-18.16%
Best+123.14%
Worst-78.97%
% of Windows Positive33.0%
3-Year (756 Trading Days)
Average-56.64%
Median-57.43%
Best-13.84%
Worst-80.84%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -89.40%
Average Drawdown -48.77%
Drawdown Duration 788 Trading Days (Unrecovered)
Sortino Ratio 0.34
Calmar Ratio -0.20
CVaR (5%) -11.49%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -6.99% (-15.79% ann.) $698.81 $0.00 $0.00 $0.00
2025 +3.75% +$375.00 $0.00 $0.00 $0.00
2024 -56.19% $5618.84 $0.00 $0.00 $0.00
2023 -8.52% $851.71 $0.00 $0.00 $0.00
2022 -0.99% $99.21 $0.00 $0.00 $0.00
2021 -21.31% $2131.14 $0.00 $0.00 $0.00
2020 partial +12.37% (+33.09% ann.) +$1236.84 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy bazooka / monetary euphoria partial August 4, 2020 – November 6, 2020 -4.39% -15.99% $438.60 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -10.48% -9.97% $1047.62 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +1.32% +1.40% +$131.72 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -52.56% -33.13% $5256.28 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -21.06% -12.95% $2106.34 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

AVGO

CAGR 42.62% Total 39136.83% Final $3,923,683
2009-08-06 — 2026-06-03
HNVR

CAGR 3.77% Total 16.24% Final $11,624
2022-05-11 — 2026-06-03
RGP

CAGR -0.58% Total -13.79% Final $8,621
2000-12-15 — 2026-06-03