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

Correlation

The correlation between AIRC and SPG is 0.49, 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.

-5.00%0.00%5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember20250
13.08%
AIRC
SPG

Key characteristics

Fundamentals

Market Cap

AIRC:

$5.67B

SPG:

$64.85B

EPS

AIRC:

$4.30

SPG:

$7.58

PE Ratio

AIRC:

9.09

SPG:

22.97

PEG Ratio

AIRC:

839.32

SPG:

5.85

Total Revenue (TTM)

AIRC:

$198.67M

SPG:

$4.38B

Gross Profit (TTM)

AIRC:

$51.17M

SPG:

$3.02B

EBITDA (TTM)

AIRC:

$118.92M

SPG:

$3.19B

Returns By Period


AIRC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SPG

YTD

1.12%

1M

1.53%

6M

16.24%

1Y

29.08%

5Y*

9.44%

10Y*

3.63%

*Annualized

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Risk-Adjusted Performance

AIRC vs. SPG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIRC
The Risk-Adjusted Performance Rank of AIRC is 6868
Overall Rank
The Sharpe Ratio Rank of AIRC is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of AIRC is 7272
Sortino Ratio Rank
The Omega Ratio Rank of AIRC is 6969
Omega Ratio Rank
The Calmar Ratio Rank of AIRC is 6666
Calmar Ratio Rank
The Martin Ratio Rank of AIRC is 6767
Martin Ratio Rank

SPG
The Risk-Adjusted Performance Rank of SPG is 8484
Overall Rank
The Sharpe Ratio Rank of SPG is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of SPG is 7979
Sortino Ratio Rank
The Omega Ratio Rank of SPG is 7777
Omega Ratio Rank
The Calmar Ratio Rank of SPG is 9393
Calmar Ratio Rank
The Martin Ratio Rank of SPG is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 0.59, compared to the broader market-2.000.002.004.000.591.37
The chart of Sortino ratio for AIRC, currently valued at 2.22, compared to the broader market-4.00-2.000.002.004.006.002.221.94
The chart of Omega ratio for AIRC, currently valued at 1.46, compared to the broader market0.501.001.502.001.461.24
The chart of Calmar ratio for AIRC, currently valued at 0.37, compared to the broader market0.002.004.006.000.372.76
The chart of Martin ratio for AIRC, currently valued at 4.40, compared to the broader market-10.000.0010.0020.0030.004.407.61
AIRC
SPG


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
0.59
1.37
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 4.65%.


TTM20242023202220212020201920182017201620152014
AIRC
Apartment Income REIT Corp.
1.15%1.15%5.18%5.25%3.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPG
Simon Property Group, Inc.
4.65%4.70%5.22%5.87%3.66%7.04%5.57%4.70%4.16%3.66%3.11%2.74%

Drawdowns

AIRC vs. SPG - Drawdown Comparison


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-21.55%
-4.38%
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 6.67%. 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%AugustSeptemberOctoberNovemberDecember20250
6.67%
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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