ARE monthly performance report
Monthly ARE research: returns, drawdown, relative strength, seasonality, and key stats.
ARE monthly report
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Key takeaways
- Alexandria Real Estate Equities (ARE) closed August 2026 at $50.10, down 2.62% for the month and −35.88% over the trailing 12 months.
- Year-to-date, ARE is +2.37%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −2.81% versus its 200-day moving average ($51.55), a cautious technical signal.
- Over the past three years, ARE has underperformed the S&P 500 by −130.80%, with a relative strength index reading of 23.6.
- Win rate over the trailing 39 months stands at 43.6% — 17 positive months versus 22 negative months.
Alexandria Real Estate Equities ended August 2026 at $50.10, posting a monthly return of −2.62%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −5.67%.
The current quarter stands at −5.94% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −2.81% versus the 200-day moving average ($51.55).
Year-to-date, ARE is +2.37% against SPY +12.89%, a gap of −10.52%. The stock is currently −43.22% below its 52-week high, with maximum 3-year drawdown at −69.94%.
| Period | ARE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.52% | −0.20% | +2.72% |
| 1 Week | −7.22% | +3.90% | −11.13% |
| 1 Month | −2.62% | +3.05% | −5.67% |
| 3 Months | +23.67% | +7.11% | +16.56% |
| 6 Months | −7.48% | +10.70% | −18.18% |
| YTD | +2.37% | +12.89% | −10.52% |
| 12 Months | −35.88% | +22.58% | −58.47% |
| 3 Years | −58.51% | +72.29% | −130.80% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | +22.42% |
| #2 | Nov 2023 | +17.74% |
| #3 | Dec 2023 | +15.75% |
| #4 | Jan 2026 | +11.99% |
| #5 | Jul 2023 | +10.60% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2025 | −29.10% |
| #2 | Apr 2025 | −22.11% |
| #3 | Sep 2023 | −14.50% |
| #4 | Mar 2026 | −13.07% |
| #5 | Apr 2026 | −12.88% |
| Quarter | Return |
|---|---|
| Q2 2025 | −22.29% |
| Q3 2025 | +16.35% |
| Q4 2025 | −38.01% |
| Q1 2026 | −3.58% |
| Q2 2026 | +15.74% |
| Q3 2026 (QTD) | −5.94% |
| Year | Return |
|---|---|
| 2023 | −11.17% |
| 2024 | −23.40% |
| 2025 | −46.56% |
| 2026 | +4.98% |
| Metric | Value |
|---|---|
| 52-Week High | $88.24 (2025-09-19) |
| 52-Week Low | $39.41 (2026-04-28) |
| Current Price | $50.10 |
| 200-Day Moving Average | $51.55 |
| Price vs 200DMA | −2.81% |
| 3-Year Maximum Drawdown | −69.94% (2026-04-28) |
| Current Drawdown from 52W High | −43.22% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 23.6 |
| 3-Year Excess Return vs S&P 500 | −130.80% |
| RS Peak | 103.4 (Dec 2023) |
| RS Trough | 20.5 (Apr 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was ARE's return for this report period?
ARE returned −2.62% in the latest monthly window ending 2026-08-05.
Has ARE outperformed SPY year to date?
YTD ARE: +2.37% vs SPY: +12.89%.
What is ARE's 12-month return?
−35.88% over the trailing 12 months.
Is ARE above or below its 200-day moving average?
Price is −2.81% versus 200DMA ($51.55).
What is the maximum drawdown in the 3-year window?
−69.94% on 2026-04-28.