PortfoliosLab logoPortfoliosLab logo
ALX vs. ARE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ALX vs. ARE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alexander's, Inc. (ALX) and Alexandria Real Estate Equities, Inc. (ARE). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

ALX vs. ARE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALX
Alexander's, Inc.
10.50%18.43%1.40%6.35%-9.12%0.20%-10.24%14.13%-19.06%-3.48%
ARE
Alexandria Real Estate Equities, Inc.
-3.65%-46.60%-19.44%-9.11%-32.62%28.09%13.27%44.04%-8.97%20.95%

Fundamentals

Market Cap

ALX:

$1.21B

ARE:

$7.91B

EPS

ALX:

$5.50

ARE:

-$8.40

PB Ratio

ALX:

11.11

ARE:

0.41

Total Revenue (TTM)

ALX:

$0.00

ARE:

$2.97B

Gross Profit (TTM)

ALX:

$0.00

ARE:

$2.05B

EBITDA (TTM)

ALX:

-$35.06M

ARE:

$1.78B

Returns By Period

In the year-to-date period, ALX achieves a 10.50% return, which is significantly higher than ARE's -3.65% return. Over the past 10 years, ALX has outperformed ARE with an annualized return of 1.74%, while ARE has yielded a comparatively lower -3.05% annualized return.


ALX

1D
-0.30%
1M
0.67%
YTD
10.50%
6M
4.74%
1Y
22.42%
3Y*
16.30%
5Y*
4.28%
10Y*
1.74%

ARE

1D
1.87%
1M
-12.74%
YTD
-3.65%
6M
-42.58%
1Y
-46.49%
3Y*
-24.36%
5Y*
-19.44%
10Y*
-3.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ALX vs. ARE — Risk / Return Rank

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

ALX
ALX Risk / Return Rank: 6464
Overall Rank
ALX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
ALX Sortino Ratio Rank: 5858
Sortino Ratio Rank
ALX Omega Ratio Rank: 6262
Omega Ratio Rank
ALX Calmar Ratio Rank: 6767
Calmar Ratio Rank
ALX Martin Ratio Rank: 6666
Martin Ratio Rank

ARE
ARE Risk / Return Rank: 55
Overall Rank
ARE Sharpe Ratio Rank: 33
Sharpe Ratio Rank
ARE Sortino Ratio Rank: 66
Sortino Ratio Rank
ARE Omega Ratio Rank: 55
Omega Ratio Rank
ARE Calmar Ratio Rank: 55
Calmar Ratio Rank
ARE Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALX vs. ARE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alexander's, Inc. (ALX) and Alexandria Real Estate Equities, Inc. (ARE). 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.


ALXAREDifference

Sharpe ratio

Return per unit of total volatility

0.75

-1.12

+1.86

Sortino ratio

Return per unit of downside risk

1.08

-1.51

+2.58

Omega ratio

Gain probability vs. loss probability

1.16

0.79

+0.37

Calmar ratio

Return relative to maximum drawdown

1.21

-0.96

+2.16

Martin ratio

Return relative to average drawdown

2.70

-1.60

+4.30

ALX vs. ARE - Sharpe Ratio Comparison

The current ALX Sharpe Ratio is 0.75, which is higher than the ARE Sharpe Ratio of -1.12. The chart below compares the historical Sharpe Ratios of ALX and ARE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


ALXAREDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.75

-1.12

+1.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

-0.62

+0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.07

-0.11

+0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.23

+0.06

Correlation

The correlation between ALX and ARE is 0.41, 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.


Dividends

ALX vs. ARE - Dividend Comparison

ALX's dividend yield for the trailing twelve months is around 7.62%, less than ARE's 8.79% yield.


TTM20252024202320222021202020192018201720162015
ALX
Alexander's, Inc.
7.62%8.26%9.00%8.43%8.18%6.92%6.49%5.45%5.91%4.29%3.75%3.64%
ARE
Alexandria Real Estate Equities, Inc.
8.79%9.56%5.32%3.91%3.24%2.01%2.38%2.48%3.24%2.64%2.91%3.38%

Drawdowns

ALX vs. ARE - Drawdown Comparison

The maximum ALX drawdown since its inception was -88.76%, which is greater than ARE's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for ALX and ARE.


Loading graphics...

Drawdown Indicators


ALXAREDifference

Max Drawdown

Largest peak-to-trough decline

-88.76%

-76.16%

-12.60%

Max Drawdown (1Y)

Largest decline over 1 year

-17.64%

-49.61%

+31.97%

Max Drawdown (5Y)

Largest decline over 5 years

-37.38%

-76.16%

+38.78%

Max Drawdown (10Y)

Largest decline over 10 years

-47.90%

-76.16%

+28.26%

Current Drawdown

Current decline from peak

-5.82%

-74.64%

+68.82%

Average Drawdown

Average peak-to-trough decline

-20.36%

-17.35%

-3.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.89%

29.70%

-21.81%

Volatility

ALX vs. ARE - Volatility Comparison

The current volatility for Alexander's, Inc. (ALX) is 5.72%, while Alexandria Real Estate Equities, Inc. (ARE) has a volatility of 10.21%. This indicates that ALX experiences smaller price fluctuations and is considered to be less risky than ARE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


ALXAREDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.72%

10.21%

-4.49%

Volatility (6M)

Calculated over the trailing 6-month period

20.41%

35.12%

-14.71%

Volatility (1Y)

Calculated over the trailing 1-year period

30.22%

41.73%

-11.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.54%

31.53%

-5.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.46%

28.35%

-2.89%

Financials

ALX vs. ARE - Financials Comparison

This section allows you to compare key financial metrics between Alexander's, Inc. and Alexandria Real Estate Equities, 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


-200.00M0.00200.00M400.00M600.00M800.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
-159.93M
754.41M
(ALX) Total Revenue
(ARE) Total Revenue
Values in USD except per share items