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KRG vs. REG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KRG vs. REG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kite Realty Group Trust (KRG) and Regency Centers Corporation (REG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KRG achieves a 15.34% return, which is significantly higher than REG's 11.62% return. Over the past 10 years, KRG has outperformed REG with an annualized return of 5.21%, while REG has yielded a comparatively lower 3.62% annualized return.


KRG

1D
-0.56%
1M
2.33%
YTD
15.34%
6M
21.90%
1Y
27.88%
3Y*
15.72%
5Y*
9.11%
10Y*
5.21%

REG

1D
0.37%
1M
-3.10%
YTD
11.62%
6M
11.42%
1Y
11.07%
3Y*
13.95%
5Y*
7.22%
10Y*
3.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KRG vs. REG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KRG
Kite Realty Group Trust
15.34%-0.20%15.46%13.60%0.80%50.80%-20.03%53.21%-22.48%-11.52%
REG
Regency Centers Corporation
11.62%-2.78%14.90%11.85%-13.59%71.41%-23.86%11.43%-12.00%3.62%

Correlation

The correlation between KRG and REG is 0.71, 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

0.71

Correlation (3Y)
Calculated over the trailing 3-year period

0.76

Correlation (5Y)
Calculated over the trailing 5-year period

0.81

Correlation (10Y)
Calculated over the trailing 10-year period

0.79

Correlation (All Time)
Calculated using the full available price history since Aug 12, 2004

0.66

The correlation between KRG and REG shifts across timeframes, from 0.66 (all time) to 0.81 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

KRG:

$5.53B

REG:

$13.99B

EPS

KRG:

$1.33

REG:

$3.55

PE Ratio

KRG:

20.16

REG:

21.49

PEG Ratio

KRG:

0.01

REG:

2.10

PS Ratio

KRG:

6.98

REG:

8.19

PB Ratio

KRG:

1.94

REG:

2.10

Total Revenue (TTM)

KRG:

$826.57M

REG:

$1.70B

Gross Profit (TTM)

KRG:

$431.97M

REG:

$814.76M

EBITDA (TTM)

KRG:

$719.77M

REG:

$1.12B

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Return for Risk

KRG vs. REG — Risk / Return Rank

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

KRG
KRG Risk / Return Rank: 7979
Overall Rank
KRG Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
KRG Sortino Ratio Rank: 7676
Sortino Ratio Rank
KRG Omega Ratio Rank: 7474
Omega Ratio Rank
KRG Calmar Ratio Rank: 8282
Calmar Ratio Rank
KRG Martin Ratio Rank: 8484
Martin Ratio Rank

REG
REG Risk / Return Rank: 6161
Overall Rank
REG Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
REG Sortino Ratio Rank: 5656
Sortino Ratio Rank
REG Omega Ratio Rank: 5353
Omega Ratio Rank
REG Calmar Ratio Rank: 6666
Calmar Ratio Rank
REG Martin Ratio Rank: 6767
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.

KRG vs. REG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kite Realty Group Trust (KRG) and Regency Centers Corporation (REG). 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.


KRGREGDifference
Sharpe ratioReturn per unit of total volatility

+0.76

Sortino ratioReturn per unit of downside risk

+0.99

Omega ratioGain probability vs. loss probability

1.26

1.13

+0.13

Calmar ratioReturn relative to maximum drawdown

3.02

1.36

+1.66

Martin ratioReturn relative to average drawdown

8.65

3.34

+5.31

KRG vs. REG - Sharpe Ratio Comparison

The current KRG Sharpe Ratio is 1.47, which is higher than the REG Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of KRG and REG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


KRGREGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.47

0.71

+0.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.32

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.14

0.12

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

0.32

-0.27

Drawdowns

KRG vs. REG - Drawdown Comparison

The maximum KRG drawdown since its inception was -88.63%, which is greater than REG's maximum drawdown of -73.37%. Use the drawdown chart below to compare losses from any high point for KRG and REG.


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Drawdown Indicators


KRGREGDifference

Max Drawdown

Largest peak-to-trough decline

-88.63%

-73.37%

-15.26%

Max Drawdown (1Y)

Largest decline over 1 year

-9.27%

-8.17%

-1.10%

Max Drawdown (3Y)

Largest decline over 3 years

-29.07%

-15.10%

-13.97%

Max Drawdown (5Y)

Largest decline over 5 years

-29.07%

-30.09%

+1.02%

Max Drawdown (10Y)

Largest decline over 10 years

-68.62%

-57.02%

-11.60%

Current Drawdown

Current decline from peak

-9.88%

-5.93%

-3.95%

Average Drawdown

Average peak-to-trough decline

-46.00%

-16.18%

-29.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

3.32%

-0.09%

Volatility

KRG vs. REG - Volatility Comparison

Kite Realty Group Trust (KRG) has a higher volatility of 4.29% compared to Regency Centers Corporation (REG) at 3.87%. This indicates that KRG's price experiences larger fluctuations and is considered to be riskier than REG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KRGREGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.29%

3.87%

+0.42%

Volatility (6M)

Calculated over the trailing 6-month period

12.21%

11.03%

+1.18%

Volatility (1Y)

Calculated over the trailing 1-year period

19.05%

15.74%

+3.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.11%

22.39%

+4.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.85%

29.87%

+6.98%

Dividends

KRG vs. REG - Dividend Comparison

KRG's dividend yield for the trailing twelve months is around 4.71%, more than REG's 3.83% yield.


PositionTTM20252024202320222021202020192018201720162015
KRG
Kite Realty Group Trust
4.71%4.51%4.00%4.20%3.90%3.12%3.00%8.13%9.01%6.17%4.83%4.16%
REG
Regency Centers Corporation
3.83%4.16%3.67%3.91%4.04%3.20%5.22%3.71%3.78%3.04%2.90%2.85%

Financials

KRG vs. REG - Financials Comparison

This section allows you to compare key financial metrics between Kite Realty Group Trust and Regency Centers 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.


Quarterly
Annual

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


100.00M200.00M300.00M400.00M500.00M20222023202420252026
200.70M
413.42M
(KRG) Total Revenue
(REG) Total Revenue
Values in USD except per share items

KRG vs. REG - Profitability Comparison

The chart below illustrates the profitability comparison between Kite Realty Group Trust and Regency Centers Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%20222023202420252026
72.1%
18.5%
Portfolio components
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%.

REG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regency Centers Corporation reported a gross profit of 76.40M and revenue of 413.42M. Therefore, the gross margin over that period was 18.5%.

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%.

REG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regency Centers Corporation reported an operating income of 152.73M and revenue of 413.42M, resulting in an operating margin of 36.9%.

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%.

REG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regency Centers Corporation reported a net income of 128.55M and revenue of 413.42M, resulting in a net margin of 31.1%.


Frequently Asked Questions


KRG and REG have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KRG has higher volatility (4.29%) compared to REG (3.87%). In terms of maximum drawdown, KRG dropped -88.63% vs REG's -73.37%.

KRG currently has the higher Sharpe Ratio (1.47 vs 0.71), 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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