OTF vs. C
OTF (Blue Owl Technology Finance Corp) and C (Citigroup Inc.) are both stocks. Both are in the Financial Services sector — OTF in Asset Management, C in Banks - Diversified. Over the past year, OTF returned -24.06% vs 61.34% for C. At a 0.28 correlation, their price movements are largely independent.
Performance
OTF vs. C - Performance Comparison
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Returns By Period
In the year-to-date period, OTF achieves a -22.83% return, which is significantly lower than C's 21.15% return.
OTF
- 1D
- -1.88%
- 1M
- -0.33%
- 6M
- -20.98%
- YTD
- -22.83%
- 1Y
- -24.06%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
C
- 1D
- -0.11%
- 1M
- 7.73%
- 6M
- 19.09%
- YTD
- 21.15%
- 1Y
- 61.34%
- 3Y*
- 48.94%
- 5Y*
- 18.77%
- 10Y*
- 16.17%
OTF vs. C - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OTF Blue Owl Technology Finance Corp | -22.83% | -8.23% |
C Citigroup Inc. | 21.15% | 50.75% |
Correlation
The correlation between OTF and C is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2025 | 0.28 |
Fundamentals
OTF:
$4.84B
C:
$239.97B
OTF:
$2.10
C:
$8.72
OTF:
4.99
C:
16.05
OTF:
3.28
C:
1.50
OTF:
0.64
C:
1.30
OTF:
$1.24B
C:
$171.19B
OTF:
$661.92M
C:
$77.85B
OTF:
$802.86M
C:
$24.12B
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Return for Risk
OTF vs. C — Risk / Return Rank
OTF
C
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.
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.
| OTF | C | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.04 | ||
| Sortino ratioReturn per unit of downside risk | -3.89 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.37 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.82 | 4.42 | -5.24 |
| Martin ratioReturn relative to average drawdown | -1.57 | 12.69 | -14.27 |
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Drawdowns
OTF vs. C - Drawdown Comparison
The maximum OTF drawdown since its inception was -33.06%, 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
| OTF | C | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.06% | -98.00% | +64.94% |
Max Drawdown (1Y)Largest decline over 1 year | -28.77% | -14.76% | -14.01% |
Max Drawdown (3Y)Largest decline over 3 years | — | -31.31% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -44.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.51% | — |
Current DrawdownCurrent decline from peak | -29.18% | -62.64% | +33.46% |
Average DrawdownAverage peak-to-trough decline | -17.33% | -43.53% | +26.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.87% | 5.14% | +9.73% |
Volatility
OTF vs. C - Volatility Comparison
Blue Owl Technology Finance Corp (OTF) has a higher volatility of 9.77% compared to Citigroup Inc. (C) at 7.37%. This indicates that OTF's price experiences larger fluctuations and is considered to be riskier than C based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTF | C | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.77% | 7.37% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 26.98% | 22.96% | +4.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.18% | 28.22% | +3.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.94% | 29.10% | +2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.94% | 32.99% | -1.05% |
Dividends
OTF vs. C - Dividend Comparison
OTF's dividend yield for the trailing twelve months is around 15.30%, more than C's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
C Citigroup Inc. | 1.71% | 1.99% | 3.10% | 4.04% | 4.51% | 3.38% | 3.31% | 2.40% | 2.96% | 1.29% | 0.71% | 0.31% |
OTF Blue Owl Technology Finance Corp | 15.30% | 7.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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.
Total Revenue: Total amount of money received from sales and other business activities
OTF vs. C - Profitability Comparison
OTF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Blue Owl Technology Finance Corp reported a gross profit of 0.00 and revenue of 310.42M. 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 Jul 2026, Citigroup Inc. reported a gross profit of 21.76B and revenue of 44.14B. Therefore, the gross margin over that period was 49.3%.
OTF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Blue Owl Technology Finance Corp reported an operating income of 0.00 and revenue of 310.42M, 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 Jul 2026, Citigroup Inc. reported an operating income of 7.52B and revenue of 44.14B, resulting in an operating margin of 17.0%.
OTF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Blue Owl Technology Finance Corp reported a net income of 171.31M and revenue of 310.42M, resulting in a net margin of 55.2%.
C - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Citigroup Inc. reported a net income of 5.79B and revenue of 44.14B, resulting in a net margin of 13.1%.
Frequently Asked Questions
OTF and C have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTF has higher volatility (9.77%) compared to C (7.37%). In terms of maximum drawdown, OTF dropped -33.06% vs C's -98.00%.
C currently has the higher Sharpe Ratio (2.31 vs -0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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