0316.HK vs. ^HSI

Last updated Apr 3, 2026

Compare and contrast key facts about Orient Overseas International Ltd (0316.HK) and Hang Seng Index (^HSI).

Performance

0316.HK vs. ^HSI - Performance Comparison

The chart below illustrates the hypothetical performance of a HK$10,000 investment in Orient Overseas International Ltd (0316.HK) and Hang Seng Index (^HSI). The values are adjusted to include any dividend payments, if applicable.

0316.HK vs. ^HSI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
0316.HK Orient Overseas International Ltd	10.45%	22.31%	11.96%	7.35%	3.91%	231.65%	119.73%	-6.17%	-29.71%	135.07%
^HSI Hang Seng Index	-2.01%	27.77%	17.67%	-13.82%	-15.46%	-14.08%	-3.40%	9.07%	-13.61%	35.99%

Returns By Period

In the year-to-date period, 0316.HK achieves a 10.45% return, which is significantly higher than ^HSI's -2.01% return. Over the past 10 years, 0316.HK has outperformed ^HSI with an annualized return of 35.37%, while ^HSI has yielded a comparatively lower 2.05% annualized return.

0316.HK

• 1D: -0.50%
• 1M: -12.23%
• YTD: 10.45%
• 6M: 10.18%
• 1Y: 31.76%
• 3Y*: 15.86%
• 5Y*: 26.84%
• 10Y*: 35.37%

^HSI

• 1D: -0.70%
• 1M: -2.53%
• YTD: -2.01%
• 6M: -7.95%
• 1Y: 8.25%
• 3Y*: 7.16%
• 5Y*: -2.79%
• 10Y*: 2.05%

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

Return for Risk

0316.HK vs. ^HSI — Risk / Return Rank

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

0316.HK

0316.HK Risk / Return Rank: 70
0316.HK Sharpe Ratio Rank: 73
0316.HK Sortino Ratio Rank: 63
0316.HK Omega Ratio Rank: 69
0316.HK Calmar Ratio Rank: 72
0316.HK Martin Ratio Rank: 72

^HSI

^HSI Risk / Return Rank: 27
^HSI Sharpe Ratio Rank: 27
^HSI Sortino Ratio Rank: 25
^HSI Omega Ratio Rank: 25
^HSI Calmar Ratio Rank: 29
^HSI Martin Ratio Rank: 30

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.

0316.HK vs. ^HSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Orient Overseas International Ltd (0316.HK) and Hang Seng Index (^HSI). 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.

	0316.HK	^HSI	Difference
Sharpe ratio Return per unit of total volatility	1.02	0.37	+0.65
Sortino ratio Return per unit of downside risk	1.37	0.60	+0.78
Omega ratio Gain probability vs. loss probability	1.22	1.09	+0.13
Calmar ratio Return relative to maximum drawdown	1.76	0.48	+1.28
Martin ratio Return relative to average drawdown	4.26	1.55	+2.71
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

0316.HK vs. ^HSI - Sharpe Ratio Comparison

The current 0316.HK Sharpe Ratio is 1.02, which is higher than the ^HSI Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of 0316.HK and ^HSI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	0316.HK	^HSI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.02	0.37	+0.65
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.56	-0.11	+0.67
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.80	0.10	+0.70
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.27	+0.30

Correlation

The correlation between 0316.HK and ^HSI is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Drawdowns

0316.HK vs. ^HSI - Drawdown Comparison

The maximum 0316.HK drawdown since its inception was -88.34%, which is greater than ^HSI's maximum drawdown of -65.18%. Use the drawdown chart below to compare losses from any high point for 0316.HK and ^HSI.

Drawdown Indicators

	0316.HK	^HSI	Difference
Max Drawdown Largest peak-to-trough decline	-88.34%	-65.18%	-23.16%
Max Drawdown (1Y) Largest decline over 1 year	-15.09%	-13.22%	-1.87%
Max Drawdown (5Y) Largest decline over 5 years	-48.07%	-50.16%	+2.09%
Max Drawdown (10Y) Largest decline over 10 years	-58.29%	-55.70%	-2.59%
Current Drawdown Current decline from peak	-12.23%	-24.24%	+12.01%
Average Drawdown Average peak-to-trough decline	-27.22%	-24.18%	-3.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.61%	4.90%	+2.71%

Volatility

0316.HK vs. ^HSI - Volatility Comparison

Orient Overseas International Ltd (0316.HK) has a higher volatility of 10.52% compared to Hang Seng Index (^HSI) at 7.18%. This indicates that 0316.HK's price experiences larger fluctuations and is considered to be riskier than ^HSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	0316.HK	^HSI	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.52%	7.18%	+3.34%
Volatility (6M) Calculated over the trailing 6-month period	19.01%	14.23%	+4.78%
Volatility (1Y) Calculated over the trailing 1-year period	32.17%	23.12%	+9.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	49.60%	25.25%	+24.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	47.11%	21.94%	+25.17%