REY.MI vs. PGHN.SW
REY.MI (Reply S.p.A.) and PGHN.SW (Partners Group Holding AG) are both stocks. REY.MI operates in Information Technology Services (Technology), while PGHN.SW operates in Asset Management (Financial Services). Over the past 10 years, REY.MI returned 13.54%/yr vs 11.18%/yr for PGHN.SW. At a 0.32 correlation, their price movements are largely independent.
Performance
REY.MI vs. PGHN.SW - Performance Comparison
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Different Trading Currencies
REY.MI is traded in EUR, while PGHN.SW is traded in CHF. To make them comparable, the PGHN.SW values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, REY.MI achieves a -6.20% return, which is significantly higher than PGHN.SW's -22.40% return. Over the past 10 years, REY.MI has outperformed PGHN.SW with an annualized return of 13.54%, while PGHN.SW has yielded a comparatively lower 11.18% annualized return.
REY.MI
- 1D
- 1.53%
- 1M
- 11.03%
- YTD
- -6.20%
- 6M
- -7.33%
- 1Y
- -27.50%
- 3Y*
- 1.67%
- 5Y*
- -3.33%
- 10Y*
- 13.54%
PGHN.SW
- 1D
- 4.02%
- 1M
- -13.72%
- YTD
- -22.40%
- 6M
- -18.30%
- 1Y
- -29.34%
- 3Y*
- 0.82%
- 5Y*
- -5.34%
- 10Y*
- 11.18%
REY.MI vs. PGHN.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REY.MI Reply S.p.A. | -6.20% | -24.65% | 30.30% | 12.74% | -39.72% | 88.45% | 38.35% | 58.76% | -3.90% | 57.64% |
PGHN.SW Partners Group Holding AG | -22.40% | -16.09% | 3.30% | 65.50% | -41.70% | 55.67% | 21.67% | 59.24% | -4.97% | 31.55% |
Correlation
The correlation between REY.MI and PGHN.SW is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2007 | 0.32 |
The correlation between REY.MI and PGHN.SW shifts across timeframes, from 0.32 (all time) to 0.52 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
REY.MI vs. PGHN.SW — Risk / Return Rank
REY.MI
PGHN.SW
REY.MI vs. PGHN.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reply S.p.A. (REY.MI) and Partners Group Holding AG (PGHN.SW). 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.
| REY.MI | PGHN.SW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 0.83 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | -0.85 | +0.29 |
| Martin ratioReturn relative to average drawdown | -0.99 | -2.02 | +1.03 |
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
| REY.MI | PGHN.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.79 | -0.93 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | -0.17 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.41 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.59 | -0.10 |
Drawdowns
REY.MI vs. PGHN.SW - Drawdown Comparison
The maximum REY.MI drawdown since its inception was -65.55%, roughly equal to the maximum PGHN.SW drawdown of -62.62%. Use the drawdown chart below to compare losses from any high point for REY.MI and PGHN.SW.
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Drawdown Indicators
| REY.MI | PGHN.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.55% | -62.62% | -2.93% |
Max Drawdown (1Y)Largest decline over 1 year | -49.21% | -35.03% | -14.18% |
Max Drawdown (3Y)Largest decline over 3 years | -53.59% | -45.78% | -7.81% |
Max Drawdown (5Y)Largest decline over 5 years | -56.77% | -50.23% | -6.54% |
Max Drawdown (10Y)Largest decline over 10 years | -56.77% | -50.23% | -6.54% |
Current DrawdownCurrent decline from peak | -39.71% | -43.60% | +3.89% |
Average DrawdownAverage peak-to-trough decline | -23.25% | -11.51% | -11.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.87% | 14.68% | +13.19% |
Volatility
REY.MI vs. PGHN.SW - Volatility Comparison
The current volatility for Reply S.p.A. (REY.MI) is 11.11%, while Partners Group Holding AG (PGHN.SW) has a volatility of 19.16%. This indicates that REY.MI experiences smaller price fluctuations and is considered to be less risky than PGHN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REY.MI | PGHN.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.11% | 19.16% | -8.05% |
Volatility (6M)Calculated over the trailing 6-month period | 30.90% | 29.15% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.86% | 31.84% | +3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.54% | 31.48% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.84% | 27.26% | +5.58% |
Dividends
REY.MI vs. PGHN.SW - Dividend Comparison
REY.MI's dividend yield for the trailing twelve months is around 1.27%, less than PGHN.SW's 6.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGHN.SW Partners Group Holding AG | 6.46% | 4.28% | 3.17% | 3.05% | 4.04% | 1.82% | 2.45% | 2.48% | 3.19% | 2.25% | 2.20% | 2.35% |
REY.MI Reply S.p.A. | 1.27% | 1.00% | 1.30% | 0.84% | 0.75% | 0.31% | 0.55% | 0.65% | 0.79% | 0.62% | 0.85% | 0.68% |
Financials
REY.MI vs. PGHN.SW - Financials Comparison
This section allows you to compare key financial metrics between Reply S.p.A. and Partners Group Holding AG. 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
Frequently Asked Questions
REY.MI and PGHN.SW have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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