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OTF vs. C
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

OTF vs. C - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blue Owl Technology Finance Corp (OTF) and Citigroup Inc. (C). The values are adjusted to include any dividend payments, if applicable.

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OTF vs. C - Yearly Performance Comparison


2026 (YTD)2025
OTF
Blue Owl Technology Finance Corp
-11.99%-4.96%
C
Citigroup Inc.
-2.30%51.04%

Fundamentals

EPS

OTF:

$3.28

C:

$7.64

PE Ratio

OTF:

3.78

C:

14.85

PEG Ratio

OTF:

0.01

C:

0.66

PS Ratio

OTF:

1.77

C:

1.44

Total Revenue (TTM)

OTF:

$1.10B

C:

$147.32B

Gross Profit (TTM)

OTF:

$529.09M

C:

$77.20B

EBITDA (TTM)

OTF:

$725.61M

C:

$23.10B

Returns By Period

In the year-to-date period, OTF achieves a -11.99% return, which is significantly lower than C's -2.30% return.


OTF

1D
1.64%
1M
14.77%
YTD
-11.99%
6M
-4.80%
1Y
3Y*
5Y*
10Y*

C

1D
5.72%
1M
2.92%
YTD
-2.30%
6M
12.99%
1Y
63.91%
3Y*
38.99%
5Y*
13.06%
10Y*
13.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

OTF vs. C — Risk / Return Rank

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

OTF

C
C Risk / Return Rank: 8888
Overall Rank
C Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
C Sortino Ratio Rank: 8585
Sortino Ratio Rank
C Omega Ratio Rank: 8787
Omega Ratio Rank
C Calmar Ratio Rank: 8989
Calmar Ratio Rank
C Martin Ratio Rank: 9191
Martin Ratio Rank
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.

OTF vs. C - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blue Owl Technology Finance Corp (OTF) and Citigroup Inc. (C). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

OTF vs. C - Sharpe Ratio Comparison


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Sharpe Ratios by Period


OTFCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.67

0.15

-0.81

Correlation

The correlation between OTF and C is 0.30, 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.


Dividends

OTF vs. C - Dividend Comparison

OTF's dividend yield for the trailing twelve months is around 12.51%, more than C's 2.08% yield.


TTM20252024202320222021202020192018201720162015
OTF
Blue Owl Technology Finance Corp
12.51%7.91%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
C
Citigroup Inc.
2.08%1.99%3.10%4.04%4.51%3.38%3.31%2.40%2.96%1.29%0.71%0.31%

Drawdowns

OTF vs. C - Drawdown Comparison

The maximum OTF drawdown since its inception was -27.12%, smaller than the maximum C drawdown of -98.00%. Use the drawdown chart below to compare losses from any high point for OTF and C.


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Drawdown Indicators


OTFCDifference

Max Drawdown

Largest peak-to-trough decline

-27.12%

-98.00%

+70.88%

Max Drawdown (1Y)

Largest decline over 1 year

-18.99%

Max Drawdown (5Y)

Largest decline over 5 years

-47.80%

Max Drawdown (10Y)

Largest decline over 10 years

-56.51%

Current Drawdown

Current decline from peak

-16.35%

-69.87%

+53.52%

Average Drawdown

Average peak-to-trough decline

-11.10%

-43.42%

+32.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.80%

Volatility

OTF vs. C - Volatility Comparison


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Volatility by Period


OTFCDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.95%

Volatility (6M)

Calculated over the trailing 6-month period

22.66%

Volatility (1Y)

Calculated over the trailing 1-year period

30.36%

33.08%

-2.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.36%

28.91%

+1.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.36%

33.25%

-2.89%

Financials

OTF vs. C - Financials Comparison

This section allows you to compare key financial metrics between Blue Owl Technology Finance Corp and Citigroup Inc.. 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


0.0010.00B20.00B30.00B40.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
344.93M
19.87B
(OTF) Total Revenue
(C) Total Revenue
Values in USD except per share items

OTF vs. C - Profitability Comparison

The chart below illustrates the profitability comparison between Blue Owl Technology Finance Corp and Citigroup Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
100.0%
Portfolio components
OTF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Blue Owl Technology Finance Corp reported a gross profit of 0.00 and revenue of 344.93M. Therefore, the gross margin over that period was 0.0%.

C - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Citigroup Inc. reported a gross profit of 19.87B and revenue of 19.87B. Therefore, the gross margin over that period was 100.0%.

OTF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Blue Owl Technology Finance Corp reported an operating income of 0.00 and revenue of 344.93M, resulting in an operating margin of 0.0%.

C - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Citigroup Inc. reported an operating income of 3.81B and revenue of 19.87B, resulting in an operating margin of 19.2%.

OTF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Blue Owl Technology Finance Corp reported a net income of 0.00 and revenue of 344.93M, resulting in a net margin of 0.0%.

C - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Citigroup Inc. reported a net income of 2.47B and revenue of 19.87B, resulting in a net margin of 12.4%.