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AIRC vs. SPG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AIRC and SPG is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

AIRC vs. SPG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apartment Income REIT Corp. (AIRC) and Simon Property Group, Inc. (SPG). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%JulyAugustSeptemberOctoberNovemberDecember
19.16%
141.17%
AIRC
SPG

Key characteristics

Fundamentals

Market Cap

AIRC:

$5.67B

SPG:

$67.57B

EPS

AIRC:

$4.30

SPG:

$7.51

PE Ratio

AIRC:

9.09

SPG:

23.96

PEG Ratio

AIRC:

839.32

SPG:

6.09

Total Revenue (TTM)

AIRC:

$395.02M

SPG:

$5.91B

Gross Profit (TTM)

AIRC:

$106.50M

SPG:

$4.32B

EBITDA (TTM)

AIRC:

$228.22M

SPG:

$4.66B

Returns By Period


AIRC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SPG

YTD

26.48%

1M

-4.51%

6M

20.27%

1Y

26.78%

5Y*

9.54%

10Y*

4.27%

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Risk-Adjusted Performance

AIRC vs. SPG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Apartment Income REIT Corp. (AIRC) and Simon Property Group, Inc. (SPG). 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.


Sharpe ratio
The chart of Sharpe ratio for AIRC, currently valued at 0.81, compared to the broader market-4.00-2.000.002.000.811.19
The chart of Sortino ratio for AIRC, currently valued at 2.56, compared to the broader market-4.00-2.000.002.004.002.561.72
The chart of Omega ratio for AIRC, currently valued at 1.51, compared to the broader market0.501.001.502.001.511.21
The chart of Calmar ratio for AIRC, currently valued at 0.52, compared to the broader market0.002.004.006.000.522.42
The chart of Martin ratio for AIRC, currently valued at 4.16, compared to the broader market-5.000.005.0010.0015.0020.0025.004.166.84
AIRC
SPG


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.81
1.19
AIRC
SPG

Dividends

AIRC vs. SPG - Dividend Comparison

AIRC has not paid dividends to shareholders, while SPG's dividend yield for the trailing twelve months is around 4.72%.


TTM20232022202120202019201820172016201520142013
AIRC
Apartment Income REIT Corp.
1.15%5.18%5.25%3.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPG
Simon Property Group, Inc.
4.72%5.22%5.87%3.66%7.04%5.57%4.70%4.16%3.66%3.11%2.74%3.06%

Drawdowns

AIRC vs. SPG - Drawdown Comparison


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-21.55%
-5.77%
AIRC
SPG

Volatility

AIRC vs. SPG - Volatility Comparison

The current volatility for Apartment Income REIT Corp. (AIRC) is 0.00%, while Simon Property Group, Inc. (SPG) has a volatility of 6.69%. This indicates that AIRC experiences smaller price fluctuations and is considered to be less risky than SPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember0
6.69%
AIRC
SPG

Financials

AIRC vs. SPG - Financials Comparison

This section allows you to compare key financial metrics between Apartment Income REIT Corp. and Simon Property Group, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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