Omega

Computes the omega value of a portfolio.

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This function computes the Omega value of a portfolio, as described in a paper by Keating and Shadwick.

S = OMEGA(RETURNS) gives a structure S containing data so that:
S.returnLevel = input return levels
S.omegaValues = omega value at that return level
RETURNS must be a vector.

S = OMEGA(RETURNS,LEVELS) returns the same structure, but only provides values at the return levels specified in LEVELS.

Cite As

Nabeel Azar (2026). Omega (https://www.mathworks.com/matlabcentral/fileexchange/6235-omega), MATLAB Central File Exchange. Retrieved .

Categories

Find more on Portfolio Optimization and Asset Allocation in Help Center and MATLAB Answers

General Information

MATLAB Release Compatibility

  • Compatible with any release

Platform Compatibility

  • Windows
  • macOS
  • Linux
Version Published Release Notes Action
1.0.0.0

update to binning algorithm