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 -25.35% vs 47.50% for C. Their 0.27 correlation means their historical movements had little consistent relationship.
Performance
OTF vs. C - Performance Comparison
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Returns By Period
In the year-to-date period, OTF achieves a -26.66% return, which is significantly lower than C's 14.64% return.
OTF
- 1D
- 0.71%
- 1M
- -4.97%
- 6M
- -20.01%
- YTD
- -26.66%
- 1Y
- -25.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -29.49%
C
- 1D
- 0.10%
- 1M
- -5.37%
- 6M
- 15.61%
- YTD
- 14.64%
- 1Y
- 47.50%
- 3Y*
- 45.88%
- 5Y*
- 18.24%
- 10Y*
- 15.27%
- ALL TIME*
- 6.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.44B | $1.70B | $1.69B | |
| $21.65M | $21.31M | $24.25M |
OTF vs. C - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OTF Blue Owl Technology Finance Corp | -26.66% | -8.23% |
C Citigroup Inc. | 14.64% | 50.75% |
Correlation
The correlation between OTF and C is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2025 | 0.27 |
Fundamentals
OTF:
$4.60B
C:
$227.12B
OTF:
$2.10
C:
$9.84
OTF:
4.74
C:
13.46
OTF:
3.12
C:
1.56
OTF:
0.61
C:
1.19
OTF:
$1.24B
C:
$153.60B
OTF:
$661.92M
C:
$83.82B
OTF:
$802.86M
C:
$28.05B
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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 | -2.31 | ||
| Sortino ratioReturn per unit of downside risk | -3.11 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.27 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | 3.03 | -3.93 |
| Martin ratioReturn relative to average drawdown | -1.59 | 7.98 | -9.58 |
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Drawdowns
OTF vs. C - Drawdown Comparison
The maximum OTF drawdown since its inception was -33.17%, 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 | -33.17% | -98.00% | +64.83% |
Max Drawdown (1Y)Largest decline over 1 year | -27.87% | -14.76% | -13.11% |
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 | -32.70% | -64.65% | +31.95% |
Average DrawdownAverage peak-to-trough decline | -18.32% | -43.56% | +25.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.64% | 5.60% | +10.04% |
Volatility
OTF vs. C - Volatility Comparison
The current volatility for Blue Owl Technology Finance Corp (OTF) is 4.88%, while Citigroup Inc. (C) has a volatility of 10.45%. This indicates that OTF experiences smaller price fluctuations and is considered to be less risky 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 | 4.88% | 10.45% | -5.57% |
Volatility (6M)Calculated over the trailing 6-month period | 26.03% | 23.30% | +2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.29% | 29.21% | +3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.08% | 29.27% | +1.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.08% | 33.10% | -2.02% |
Dividends
OTF vs. C - Dividend Comparison
OTF's dividend yield for the trailing twelve months is around 16.10%, more than C's 1.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
C Citigroup Inc. | 1.81% | 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 | 16.10% | 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 Aug 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 Aug 2026, Citigroup Inc. reported a gross profit of 24.77B and revenue of 24.77B. 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 Aug 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 Aug 2026, Citigroup Inc. reported an operating income of 8.03B and revenue of 24.77B, resulting in an operating margin of 32.4%.
OTF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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 Aug 2026, Citigroup Inc. reported a net income of 5.83B and revenue of 24.77B, resulting in a net margin of 23.5%.
Frequently Asked Questions
OTF and C 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.
C has higher volatility (10.45%) compared to OTF (4.88%). In terms of maximum drawdown, OTF dropped -33.17% vs C's -98.00%.
C currently has the higher Sharpe Ratio (1.54 vs -0.77), 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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