ARI vs. ADAM
ARI (Apollo Commercial Real Estate Finance, Inc.) and ADAM (Adamas Trust, Inc) are both stocks. Both operate in the REIT - Mortgage industry within the Real Estate sector. Over the past 10 years, ARI returned 7.52%/yr vs 4.54%/yr for ADAM. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
ARI vs. ADAM - Performance Comparison
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Returns By Period
In the year-to-date period, ARI achieves a 14.60% return, which is significantly lower than ADAM's 72.44% return. Over the past 10 years, ARI has outperformed ADAM with an annualized return of 7.52%, while ADAM has yielded a comparatively lower 4.54% annualized return.
ARI
- 1D
- 1.03%
- 1M
- -1.37%
- YTD
- 14.60%
- 6M
- 13.46%
- 1Y
- 22.16%
- 3Y*
- 10.54%
- 5Y*
- 4.00%
- 10Y*
- 7.52%
ADAM
- 1D
- 1.11%
- 1M
- 37.10%
- YTD
- 72.44%
- 6M
- 73.87%
- 1Y
- 105.72%
- 3Y*
- 19.86%
- 5Y*
- 4.23%
- 10Y*
- 4.54%
ARI vs. ADAM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARI Apollo Commercial Real Estate Finance, Inc. | 14.60% | 23.83% | -16.51% | 24.46% | -7.12% | 29.66% | -29.03% | 21.15% | -0.03% | 22.51% |
ADAM Adamas Trust, Inc | 72.44% | 36.49% | -19.27% | -5.45% | -20.80% | 10.70% | -36.23% | 20.32% | 8.95% | 6.02% |
Correlation
The correlation between ARI and ADAM is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 2009 | 0.56 |
The correlation between ARI and ADAM shifts across timeframes, from 0.56 (all time) to 0.71 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ARI:
$1.51B
ADAM:
$840.51M
ARI:
$0.91
ADAM:
$1.70
ARI:
11.89
ADAM:
5.37
ARI:
2.54
ADAM:
1.17
ARI:
0.84
ADAM:
0.92
ARI:
$595.26M
ADAM:
$713.66M
ARI:
$429.14M
ADAM:
$546.72M
ARI:
$372.79M
ADAM:
$477.31M
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Return for Risk
ARI vs. ADAM — Risk / Return Rank
ARI
ADAM
ARI vs. ADAM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Commercial Real Estate Finance, Inc. (ARI) and Adamas Trust, Inc (ADAM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARI | ADAM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -2.34 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.53 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 6.23 | -4.01 |
| Martin ratioReturn relative to average drawdown | 4.97 | 19.77 | -14.80 |
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Drawdowns
ARI vs. ADAM - Drawdown Comparison
The maximum ARI drawdown since its inception was -77.39%, smaller than the maximum ADAM drawdown of -97.94%. Use the drawdown chart below to compare losses from any high point for ARI and ADAM.
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Drawdown Indicators
| ARI | ADAM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.39% | -97.94% | +20.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -17.07% | +7.03% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -42.20% | +17.47% |
Max Drawdown (5Y)Largest decline over 5 years | -40.95% | -57.26% | +16.31% |
Max Drawdown (10Y)Largest decline over 10 years | -77.39% | -84.01% | +6.62% |
Current DrawdownCurrent decline from peak | -3.48% | -59.82% | +56.34% |
Average DrawdownAverage peak-to-trough decline | -9.04% | -73.65% | +64.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 5.37% | -0.90% |
Volatility
ARI vs. ADAM - Volatility Comparison
The current volatility for Apollo Commercial Real Estate Finance, Inc. (ARI) is 4.36%, while Adamas Trust, Inc (ADAM) has a volatility of 29.43%. This indicates that ARI experiences smaller price fluctuations and is considered to be less risky than ADAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARI | ADAM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 29.43% | -25.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 37.88% | -24.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.06% | 45.89% | -26.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.73% | 37.69% | -6.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.99% | 49.40% | -5.41% |
Dividends
ARI vs. ADAM - Dividend Comparison
ARI's dividend yield for the trailing twelve months is around 9.23%, less than ADAM's 35.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADAM Adamas Trust, Inc | 35.33% | 11.78% | 13.20% | 14.07% | 15.62% | 10.75% | 6.10% | 12.84% | 13.58% | 12.97% | 14.55% | 19.14% |
ARI Apollo Commercial Real Estate Finance, Inc. | 9.23% | 10.33% | 13.86% | 11.93% | 13.01% | 10.64% | 12.98% | 10.06% | 11.04% | 9.97% | 11.07% | 10.33% |
Financials
ARI vs. ADAM - Financials Comparison
This section allows you to compare key financial metrics between Apollo Commercial Real Estate Finance, Inc. and Adamas Trust, 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.
Total Revenue: Total amount of money received from sales and other business activities
ARI vs. ADAM - Profitability Comparison
ARI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apollo Commercial Real Estate Finance, Inc. reported a gross profit of 0.00 and revenue of 58.63M. Therefore, the gross margin over that period was 0.0%.
ADAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Adamas Trust, Inc reported a gross profit of 229.24M and revenue of 229.24M. Therefore, the gross margin over that period was 100.0%.
ARI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apollo Commercial Real Estate Finance, Inc. reported an operating income of 0.00 and revenue of 58.63M, resulting in an operating margin of 0.0%.
ADAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Adamas Trust, Inc reported an operating income of 206.48M and revenue of 229.24M, resulting in an operating margin of 90.1%.
ARI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apollo Commercial Real Estate Finance, Inc. reported a net income of 26.23M and revenue of 58.63M, resulting in a net margin of 44.7%.
ADAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Adamas Trust, Inc reported a net income of 48.60M and revenue of 229.24M, resulting in a net margin of 21.2%.
Frequently Asked Questions
ARI and ADAM have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADAM has higher volatility (29.43%) compared to ARI (4.36%). In terms of maximum drawdown, ARI dropped -77.39% vs ADAM's -97.94%.
ADAM currently has the higher Sharpe Ratio (2.32 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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