KRG vs. O
KRG (Kite Realty Group Trust) and O (Realty Income Corporation) are both stocks. Both operate in the REIT - Retail industry within the Real Estate sector. Over the past 10 years, KRG returned 5.27%/yr vs 4.62%/yr for O. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
KRG vs. O - Performance Comparison
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Returns By Period
In the year-to-date period, KRG achieves a 15.98% return, which is significantly higher than O's 8.60% return. Over the past 10 years, KRG has outperformed O with an annualized return of 5.27%, while O has yielded a comparatively lower 4.62% annualized return.
KRG
- 1D
- 0.26%
- 1M
- 2.47%
- YTD
- 15.98%
- 6M
- 23.07%
- 1Y
- 29.00%
- 3Y*
- 15.93%
- 5Y*
- 9.01%
- 10Y*
- 5.27%
O
- 1D
- 0.60%
- 1M
- -5.70%
- YTD
- 8.60%
- 6M
- 6.98%
- 1Y
- 11.79%
- 3Y*
- 5.84%
- 5Y*
- 2.60%
- 10Y*
- 4.62%
KRG vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KRG Kite Realty Group Trust | 15.98% | -0.20% | 15.46% | 13.60% | 0.80% | 50.80% | -20.03% | 53.21% | -22.48% | -11.52% |
O Realty Income Corporation | 8.60% | 12.20% | -2.11% | -4.55% | -7.38% | 23.95% | -11.60% | 21.27% | 15.94% | 3.67% |
Correlation
The correlation between KRG and O is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Aug 12, 2004 | 0.56 |
The correlation between KRG and O has been stable across timeframes, ranging from 0.52 to 0.60 - a consistent structural relationship.
Fundamentals
KRG:
$1.33
O:
$1.17
KRG:
20.27
O:
51.02
KRG:
0.01
O:
4.15
KRG:
7.02
O:
6.89
KRG:
$826.57M
O:
$5.92B
KRG:
$431.97M
O:
$3.89B
KRG:
$719.77M
O:
$3.93B
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Return for Risk
KRG vs. O — Risk / Return Rank
KRG
O
KRG vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kite Realty Group Trust (KRG) and Realty Income Corporation (O). 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.
| KRG | O | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 0.74 | +0.79 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.07 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.13 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.10 | 1.10 | +2.00 |
Martin ratioReturn relative to average drawdown | 8.91 | 2.83 | +6.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KRG | O | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.74 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.14 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.18 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.48 | -0.43 |
Drawdowns
KRG vs. O - Drawdown Comparison
The maximum KRG drawdown since its inception was -88.63%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for KRG and O.
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Drawdown Indicators
| KRG | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.63% | -48.45% | -40.18% |
Max Drawdown (1Y)Largest decline over 1 year | -9.27% | -11.10% | +1.83% |
Max Drawdown (3Y)Largest decline over 3 years | -29.07% | -26.49% | -2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -29.07% | -34.48% | +5.41% |
Max Drawdown (10Y)Largest decline over 10 years | -68.62% | -48.28% | -20.34% |
Current DrawdownCurrent decline from peak | -9.38% | -10.15% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -46.01% | -9.21% | -36.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 4.32% | -1.09% |
Volatility
KRG vs. O - Volatility Comparison
The current volatility for Kite Realty Group Trust (KRG) is 4.27%, while Realty Income Corporation (O) has a volatility of 5.49%. This indicates that KRG experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KRG | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 5.49% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 11.72% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 15.95% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.10% | 18.87% | +8.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.86% | 25.63% | +11.23% |
Dividends
KRG vs. O - Dividend Comparison
KRG's dividend yield for the trailing twelve months is around 4.69%, less than O's 5.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KRG Kite Realty Group Trust | 4.69% | 4.51% | 4.00% | 4.20% | 3.90% | 3.12% | 3.00% | 8.13% | 9.01% | 6.17% | 4.83% | 4.16% |
O Realty Income Corporation | 5.40% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
Financials
KRG vs. O - Financials Comparison
This section allows you to compare key financial metrics between Kite Realty Group Trust and Realty Income Corporation. 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
KRG vs. O - Profitability Comparison
KRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kite Realty Group Trust reported a gross profit of 144.76M and revenue of 200.70M. Therefore, the gross margin over that period was 72.1%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a gross profit of 0.00 and revenue of 1.55B. Therefore, the gross margin over that period was 0.0%.
KRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kite Realty Group Trust reported an operating income of 130.81M and revenue of 200.70M, resulting in an operating margin of 65.2%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported an operating income of 0.00 and revenue of 1.55B, resulting in an operating margin of 0.0%.
KRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kite Realty Group Trust reported a net income of 11.39M and revenue of 200.70M, resulting in a net margin of 5.7%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a net income of -9.17M and revenue of 1.55B, resulting in a net margin of -0.6%.
Frequently Asked Questions
KRG and O have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
O has higher volatility (5.49%) compared to KRG (4.27%). In terms of maximum drawdown, KRG dropped -88.63% vs O's -48.45%.
KRG currently has the higher Sharpe Ratio (1.53 vs 0.74), 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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