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KNEBV.HE vs. OTIS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KNEBV.HE vs. OTIS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in KONE Oyj (KNEBV.HE) and Otis Worldwide Corporation (OTIS). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

KNEBV.HE is traded in EUR, while OTIS is traded in USD. To make them comparable, the OTIS values have been converted to EUR using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with KNEBV.HE having a -14.72% return and OTIS slightly lower at -15.18%.


KNEBV.HE

1D
1.40%
1M
-1.65%
6M
-14.80%
YTD
-14.72%
1Y
-2.88%
3Y*
6.20%
5Y*
-2.96%
10Y*
4.80%
ALL TIME*
22.92%

OTIS

1D
0.35%
1M
-2.43%
6M
-12.50%
YTD
-15.18%
1Y
-13.14%
3Y*
-7.05%
5Y*
-2.18%
10Y*
ALL TIME*
9.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

KNEBV.HE

KONE Oyj
€44.67M€36.58M€43.93M
€288.17M€248.93M€245.37M

KNEBV.HE vs. OTIS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
KNEBV.HE
KONE Oyj
-14.72%33.28%8.26%-3.05%-20.11%-1.90%37.63%
OTIS
Otis Worldwide Corporation
-15.18%-15.38%12.11%12.57%-3.10%40.16%48.81%

Correlation

The correlation between KNEBV.HE and OTIS is 0.36, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.36

Correlation (3Y)
Balances recent behavior with more history.

0.25

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.25

Correlation (All Time)
Calculated using the full available price history since Mar 19, 2020

0.25

The correlation between KNEBV.HE and OTIS shifts across timeframes, from 0.25 (3 years) to 0.36 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

KNEBV.HE vs. OTIS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

KNEBV.HE
KNEBV.HE Risk / Return Rank: 3434
Overall Rank
KNEBV.HE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
KNEBV.HE Sortino Ratio Rank: 2929
Sortino Ratio Rank
KNEBV.HE Omega Ratio Rank: 2929
Omega Ratio Rank
KNEBV.HE Calmar Ratio Rank: 3838
Calmar Ratio Rank
KNEBV.HE Martin Ratio Rank: 3737
Martin Ratio Rank

OTIS
OTIS Risk / Return Rank: 1717
Overall Rank
OTIS Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
OTIS Sortino Ratio Rank: 1515
Sortino Ratio Rank
OTIS Omega Ratio Rank: 1717
Omega Ratio Rank
OTIS Calmar Ratio Rank: 2323
Calmar Ratio Rank
OTIS Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

KNEBV.HE vs. OTIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KONE Oyj (KNEBV.HE) and Otis Worldwide Corporation (OTIS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


KNEBV.HEOTISDifference
Sharpe ratioReturn per unit of total volatility

+0.52

Sortino ratioReturn per unit of downside risk

+0.78

Omega ratioGain probability vs. loss probability

0.98

0.90

+0.09

Calmar ratioReturn relative to maximum drawdown

-0.17

-0.61

+0.43

Martin ratioReturn relative to average drawdown

-0.41

-1.23

+0.82

KNEBV.HE vs. OTIS - Sharpe Ratio Comparison

The current KNEBV.HE Sharpe Ratio is -0.21, which is higher than the OTIS Sharpe Ratio of -0.73. The chart below compares the historical Sharpe Ratios of KNEBV.HE and OTIS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

KNEBV.HE vs. OTIS - Drawdown Comparison

The maximum KNEBV.HE drawdown since its inception was -49.28%, which is greater than OTIS's maximum drawdown of -37.19%. Use the drawdown chart below to compare losses from any high point for KNEBV.HE and OTIS.


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Drawdown Indicators


KNEBV.HEOTISDifference

Max Drawdown

Largest peak-to-trough decline

-49.28%

-37.19%

-12.09%

Max Drawdown (1Y)

Largest decline over 1 year

-24.77%

-25.13%

+0.36%

Max Drawdown (3Y)

Largest decline over 3 years

-31.20%

-37.19%

+5.99%

Max Drawdown (5Y)

Largest decline over 5 years

-44.72%

-37.19%

-7.53%

Max Drawdown (10Y)

Largest decline over 10 years

-45.72%

Current Drawdown

Current decline from peak

-26.22%

-34.23%

+8.01%

Average Drawdown

Average peak-to-trough decline

-12.21%

-8.66%

-3.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.53%

12.43%

-1.90%

Volatility

KNEBV.HE vs. OTIS - Volatility Comparison

The current volatility for KONE Oyj (KNEBV.HE) is 7.45%, while Otis Worldwide Corporation (OTIS) has a volatility of 8.22%. This indicates that KNEBV.HE experiences smaller price fluctuations and is considered to be less risky than OTIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KNEBV.HEOTISDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.45%

8.22%

-0.77%

Volatility (6M)

Calculated over the trailing 6-month period

17.40%

17.53%

-0.13%

Volatility (1Y)

Calculated over the trailing 1-year period

20.24%

20.96%

-0.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.17%

21.82%

+7.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.11%

25.34%

-0.23%

Dividends

KNEBV.HE vs. OTIS - Dividend Comparison

KNEBV.HE's dividend yield for the trailing twelve months is around 3.59%, more than OTIS's 2.36% yield.


PositionTTM20252024202320222021202020192018201720162015
KNEBV.HE
KONE Oyj
3.59%2.97%3.72%3.88%4.35%3.57%2.56%2.83%3.96%3.46%3.29%3.06%
OTIS
Otis Worldwide Corporation
2.36%1.89%1.63%1.46%1.42%1.06%0.89%0.00%0.00%0.00%0.00%0.00%

Financials

KNEBV.HE vs. OTIS - Financials Comparison

This section allows you to compare key financial metrics between KONE Oyj and Otis Worldwide Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Please note, different currencies. KNEBV.HE values in EUR, OTIS values in USD

Frequently Asked Questions


KNEBV.HE and OTIS have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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