Octave Specialty Group, Inc (OSG)

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Octave Specialty Group, Inc (OSG) is down 30.6% since the beginning of the year. At $5 per share, OSG is trading 43.5% below its 52-week high of $10.

Based on dividend-adjusted daily data since Nov 20, 2025, OSG's average daily return is -0.22%, while the average monthly return is -4.68%.

Historically, 22% of months were positive and 78% were negative. The best month was May 2026 with a return of +23.7%, while the worst month was Jan 2026 at -27.1%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 6 months.

On a daily basis, OSG closed higher 38% of trading days. The best single day was May 7, 2026 with a return of +43.4%, while the worst single day was Apr 8, 2026 at -11.6%.

Octave Specialty Group, Inc has an annualized alpha of -39.59%, beta of -0.21, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since November 20, 2025.

• This stock participated in 356.24% of S&P 500 Index downside but only -51.68% of its upside - more exposed to losses than it benefited from rallies.
• Beta of -0.21 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Octave Specialty Group, Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Octave Specialty Group, Inc was 57.13%, occurring on Apr 10, 2026. The portfolio has not yet recovered.

The current Octave Specialty Group, Inc drawdown is 41.24%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Octave Specialty Group, Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Octave Specialty Group, Inc is priced in the market compared to other companies in the Insurance - Specialty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.