risk_portfolio

Omega Ratio

The Omega ratio is a risk-adjusted performance metric that compares the probability-weighted gains above a chosen threshold to the probability-weighted losses below that threshold for a distribution of returns. It is threshold-dependent and reflects the entire return distribution, not just a single moment.

Example: An analyst computes Omega ratio for a fund's monthly returns with a threshold of 0% and finds Omega(0) = 1.8, which indicates more weight in the upside tail above zero than in the downside tail below zero in the sample.

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