ORIT.L vs. ASL.L
ORIT.L (Octopus Renewables Infra Trust) and ASL.L (Aberforth Smaller Companies Trust plc) are both stocks. Both operate in the Collective Investments industry within the Financial Services sector. Over the past 5 years, ORIT.L returned -3.28%/yr vs 4.10%/yr for ASL.L. At a 0.21 correlation, their price movements are largely independent.
Performance
ORIT.L vs. ASL.L - Performance Comparison
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Returns By Period
In the year-to-date period, ORIT.L achieves a 10.01% return, which is significantly higher than ASL.L's 5.03% return.
ORIT.L
- 1D
- -0.78%
- 1M
- 10.17%
- YTD
- 10.01%
- 6M
- 13.93%
- 1Y
- -1.61%
- 3Y*
- -6.07%
- 5Y*
- -3.28%
- 10Y*
- —
ASL.L
- 1D
- -0.98%
- 1M
- 4.55%
- YTD
- 5.03%
- 6M
- 7.07%
- 1Y
- 11.97%
- 3Y*
- 12.04%
- 5Y*
- 4.10%
- 10Y*
- 7.61%
ORIT.L vs. ASL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ORIT.L Octopus Renewables Infra Trust | 10.01% | -1.51% | -18.31% | -4.57% | -5.40% | 1.72% | 7.83% | 0.66% |
ASL.L Aberforth Smaller Companies Trust plc | 5.03% | 10.86% | 10.70% | 8.01% | -7.29% | 20.31% | -16.46% | 9.38% |
Correlation
The correlation between ORIT.L and ASL.L is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2019 | 0.21 |
The correlation between ORIT.L and ASL.L shifts across timeframes, from 0.09 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ORIT.L:
£336.74M
ASL.L:
£1.31B
ORIT.L:
-£0.02
ASL.L:
£3.03
ORIT.L:
5.56
ASL.L:
3.70
ORIT.L:
0.68
ASL.L:
0.94
ORIT.L:
£61.83M
ASL.L:
£355.90M
ORIT.L:
£52.56M
ASL.L:
£383.46M
ORIT.L:
-£7.00M
ASL.L:
£11.08M
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Return for Risk
ORIT.L vs. ASL.L — Risk / Return Rank
ORIT.L
ASL.L
ORIT.L vs. ASL.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Octopus Renewables Infra Trust (ORIT.L) and Aberforth Smaller Companies Trust plc (ASL.L). 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.
| ORIT.L | ASL.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.15 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.70 | -0.67 |
| Martin ratioReturn relative to average drawdown | 0.05 | 2.17 | -2.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ORIT.L | ASL.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 0.77 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.24 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.09 | 0.60 | -0.68 |
Drawdowns
ORIT.L vs. ASL.L - Drawdown Comparison
The maximum ORIT.L drawdown since its inception was -40.68%, smaller than the maximum ASL.L drawdown of -60.11%. Use the drawdown chart below to compare losses from any high point for ORIT.L and ASL.L.
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Drawdown Indicators
| ORIT.L | ASL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.68% | -60.11% | +19.43% |
Max Drawdown (1Y)Largest decline over 1 year | -24.60% | -17.08% | -7.52% |
Max Drawdown (3Y)Largest decline over 3 years | -33.76% | -25.35% | -8.41% |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | -31.98% | -8.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -59.56% | — |
Current DrawdownCurrent decline from peak | -26.30% | -5.85% | -20.45% |
Average DrawdownAverage peak-to-trough decline | -15.76% | -11.24% | -4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.25% | 5.50% | +9.75% |
Volatility
ORIT.L vs. ASL.L - Volatility Comparison
Octopus Renewables Infra Trust (ORIT.L) has a higher volatility of 8.59% compared to Aberforth Smaller Companies Trust plc (ASL.L) at 4.66%. This indicates that ORIT.L's price experiences larger fluctuations and is considered to be riskier than ASL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ORIT.L | ASL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.59% | 4.66% | +3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 19.11% | 11.59% | +7.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 15.55% | +7.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 16.99% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 21.40% | +0.39% |
Dividends
ORIT.L vs. ASL.L - Dividend Comparison
ORIT.L's dividend yield for the trailing twelve months is around 9.69%, more than ASL.L's 3.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASL.L Aberforth Smaller Companies Trust plc | 3.65% | 3.20% | 3.48% | 3.50% | 2.75% | 2.31% | 2.92% | 2.50% | 3.16% | 2.30% | 2.63% | 2.11% |
ORIT.L Octopus Renewables Infra Trust | 9.69% | 10.03% | 8.76% | 6.28% | 5.18% | 4.33% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ORIT.L vs. ASL.L - Financials Comparison
This section allows you to compare key financial metrics between Octopus Renewables Infra Trust and Aberforth Smaller Companies Trust plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
ORIT.L and ASL.L have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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