ORIT.L vs. UKW.L
ORIT.L (Octopus Renewables Infra Trust) and UKW.L (Greencoat UK Wind) are both stocks. ORIT.L operates in Collective Investments (Financial Services), while UKW.L operates in Renewable Energy Infrastructure (Utilities). Over the past 5 years, ORIT.L returned -3.28%/yr vs 2.06%/yr for UKW.L. At a 0.21 correlation, their price movements are largely independent.
Performance
ORIT.L vs. UKW.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 lower than UKW.L's 10.77% 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*
- —
UKW.L
- 1D
- -0.77%
- 1M
- 5.58%
- YTD
- 10.77%
- 6M
- 10.71%
- 1Y
- -1.44%
- 3Y*
- -3.59%
- 5Y*
- 2.06%
- 10Y*
- 6.21%
ORIT.L vs. UKW.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% |
UKW.L Greencoat UK Wind | 10.77% | -15.75% | -8.61% | 5.42% | 13.59% | 10.52% | -6.21% | 2.04% |
Correlation
The correlation between ORIT.L and UKW.L is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
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 |
Fundamentals
ORIT.L:
£336.74M
UKW.L:
£2.22B
ORIT.L:
-£0.02
UKW.L:
-£0.11
ORIT.L:
5.56
UKW.L:
4.93
ORIT.L:
0.68
UKW.L:
0.77
ORIT.L:
£61.83M
UKW.L:
£459.76M
ORIT.L:
£52.56M
UKW.L:
£400.59M
ORIT.L:
-£7.00M
UKW.L:
-£101.83M
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Return for Risk
ORIT.L vs. UKW.L — Risk / Return Rank
ORIT.L
UKW.L
ORIT.L vs. UKW.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Octopus Renewables Infra Trust (ORIT.L) and Greencoat UK Wind (UKW.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 | UKW.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.00 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | -0.06 | +0.10 |
| Martin ratioReturn relative to average drawdown | 0.05 | -0.10 | +0.15 |
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 | UKW.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | -0.07 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.11 | -0.26 |
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 | 0.39 | -0.48 |
Drawdowns
ORIT.L vs. UKW.L - Drawdown Comparison
The maximum ORIT.L drawdown since its inception was -40.68%, which is greater than UKW.L's maximum drawdown of -32.44%. Use the drawdown chart below to compare losses from any high point for ORIT.L and UKW.L.
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Drawdown Indicators
| ORIT.L | UKW.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.68% | -32.44% | -8.24% |
Max Drawdown (1Y)Largest decline over 1 year | -24.60% | -22.32% | -2.28% |
Max Drawdown (3Y)Largest decline over 3 years | -33.76% | -27.01% | -6.75% |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | -28.40% | -12.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.44% | — |
Current DrawdownCurrent decline from peak | -26.30% | -17.49% | -8.81% |
Average DrawdownAverage peak-to-trough decline | -15.76% | -5.75% | -10.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.25% | 14.96% | +0.29% |
Volatility
ORIT.L vs. UKW.L - Volatility Comparison
Octopus Renewables Infra Trust (ORIT.L) has a higher volatility of 8.59% compared to Greencoat UK Wind (UKW.L) at 5.49%. This indicates that ORIT.L's price experiences larger fluctuations and is considered to be riskier than UKW.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 | UKW.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.59% | 5.49% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 19.11% | 14.90% | +4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 19.97% | +2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 18.99% | +2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 17.64% | +4.15% |
Dividends
ORIT.L vs. UKW.L - Dividend Comparison
ORIT.L's dividend yield for the trailing twelve months is around 9.69%, less than UKW.L's 10.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UKW.L Greencoat UK Wind | 10.15% | 10.47% | 8.56% | 5.61% | 4.99% | 5.09% | 5.26% | 4.58% | 5.31% | 5.26% | 5.29% | 7.21% |
Financials
ORIT.L vs. UKW.L - Financials Comparison
This section allows you to compare key financial metrics between Octopus Renewables Infra Trust and Greencoat UK Wind. 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
ORIT.L vs. UKW.L - Profitability Comparison
ORIT.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Octopus Renewables Infra Trust reported a gross profit of 17.96M and revenue of 20.24M. Therefore, the gross margin over that period was 88.7%.
UKW.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Greencoat UK Wind reported a gross profit of 169.77M and revenue of 180.82M. Therefore, the gross margin over that period was 93.9%.
ORIT.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Octopus Renewables Infra Trust reported an operating income of -18.68M and revenue of 20.24M, resulting in an operating margin of -92.3%.
UKW.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Greencoat UK Wind reported an operating income of -75.55M and revenue of 180.82M, resulting in an operating margin of -41.8%.
ORIT.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Octopus Renewables Infra Trust reported a net income of -18.47M and revenue of 20.24M, resulting in a net margin of -91.3%.
UKW.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Greencoat UK Wind reported a net income of -120.23M and revenue of 180.82M, resulting in a net margin of -66.5%.
Frequently Asked Questions
ORIT.L and UKW.L have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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