OTF vs. TRIN
OTF (Blue Owl Technology Finance Corp) and TRIN (Trinity Capital Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past year, OTF returned -25.35% vs 35.54% for TRIN. Their 0.41 correlation means their historical movements had little consistent relationship.
Performance
OTF vs. TRIN - 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 TRIN's 28.98% return.
OTF
- 1D
- 0.71%
- 1M
- -4.97%
- 6M
- -20.01%
- YTD
- -26.66%
- 1Y
- -25.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -29.49%
TRIN
- 1D
- 0.80%
- 1M
- -0.39%
- 6M
- 11.09%
- YTD
- 28.98%
- 1Y
- 35.54%
- 3Y*
- 22.53%
- 5Y*
- 20.06%
- 10Y*
- —
- ALL TIME*
- 19.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $21.65M | $21.31M | $24.25M | |
| $16.13M | $17.31M | $18.09M |
OTF vs. TRIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OTF Blue Owl Technology Finance Corp | -26.66% | -8.23% |
TRIN Trinity Capital Inc. | 28.98% | 11.50% |
Correlation
The correlation between OTF and TRIN is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2025 | 0.41 |
Fundamentals
OTF:
$4.60B
TRIN:
$1.31B
OTF:
$2.10
TRIN:
$1.99
OTF:
4.74
TRIN:
8.82
OTF:
3.12
TRIN:
4.92
OTF:
0.61
TRIN:
1.26
OTF:
$1.24B
TRIN:
$276.05M
OTF:
$661.92M
TRIN:
$219.75M
OTF:
$802.86M
TRIN:
$195.35M
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Return for Risk
OTF vs. TRIN — Risk / Return Rank
OTF
TRIN
OTF vs. TRIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Owl Technology Finance Corp (OTF) and Trinity Capital Inc. (TRIN). 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 | TRIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.49 | ||
| Sortino ratioReturn per unit of downside risk | -3.37 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.29 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | 2.33 | -3.23 |
| Martin ratioReturn relative to average drawdown | -1.59 | 5.84 | -7.43 |
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Drawdowns
OTF vs. TRIN - Drawdown Comparison
The maximum OTF drawdown since its inception was -33.17%, smaller than the maximum TRIN drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for OTF and TRIN.
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Drawdown Indicators
| OTF | TRIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.17% | -43.12% | +9.95% |
Max Drawdown (1Y)Largest decline over 1 year | -27.87% | -14.99% | -12.88% |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.58% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -43.12% | — |
Current DrawdownCurrent decline from peak | -32.70% | -2.12% | -30.58% |
Average DrawdownAverage peak-to-trough decline | -18.32% | -8.73% | -9.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.64% | 5.98% | +9.66% |
Volatility
OTF vs. TRIN - Volatility Comparison
Blue Owl Technology Finance Corp (OTF) and Trinity Capital Inc. (TRIN) have volatilities of 4.88% and 4.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTF | TRIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 4.71% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 26.03% | 15.13% | +10.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.29% | 20.39% | +11.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.08% | 26.64% | +4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.08% | 26.76% | +4.32% |
Dividends
OTF vs. TRIN - Dividend Comparison
OTF's dividend yield for the trailing twelve months is around 16.10%, more than TRIN's 12.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
OTF Blue Owl Technology Finance Corp | 16.10% | 7.91% | 0.00% | 0.00% | 0.00% | 0.00% |
TRIN Trinity Capital Inc. | 12.59% | 13.92% | 14.10% | 14.04% | 21.32% | 7.17% |
Financials
OTF vs. TRIN - Financials Comparison
This section allows you to compare key financial metrics between Blue Owl Technology Finance Corp and Trinity Capital 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. TRIN - 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%.
TRIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Trinity Capital Inc. reported a gross profit of 66.05M and revenue of 83.32M. Therefore, the gross margin over that period was 79.3%.
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%.
TRIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Trinity Capital Inc. reported an operating income of 61.68M and revenue of 83.32M, resulting in an operating margin of 74.0%.
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%.
TRIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Trinity Capital Inc. reported a net income of 45.52M and revenue of 83.32M, resulting in a net margin of 54.6%.
Frequently Asked Questions
OTF and TRIN have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTF has higher volatility (4.88%) compared to TRIN (4.71%). In terms of maximum drawdown, OTF dropped -33.17% vs TRIN's -43.12%.
TRIN currently has the higher Sharpe Ratio (1.72 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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