Octave Specialty Group, Inc (OSG)

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The chart shows the growth of an initial investment of $10,000 in Octave Specialty Group, Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Nov 20, 2025, OSG's average daily return is -0.67%, while the average monthly return is -11.17%.

Historically, 20% of months were positive and 80% were negative. The best month was Nov 2025 with a return of +3.5%, while the worst month was Jan 2026 at -27.1%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 4 months.

On a daily basis, OSG closed higher 35% of trading days. The best single day was Feb 25, 2026 with a return of +8.5%, while the worst single day was Feb 24, 2026 at -9.8%.

Octave Specialty Group, Inc has an annualized alpha of -81.84%, beta of 0.28, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since November 21, 2025.

• This stock participated in 342.18% of S&P 500 Index downside but only -188.61% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.28 may look defensive, but with R² of 0.01 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 0.01 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 table below present risk-adjusted performance metrics for Octave Specialty Group, Inc (OSG) and compare them to a chosen benchmark (S&P 500 Index).

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 50.06%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current Octave Specialty Group, Inc drawdown is 48.39%.

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.