Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KKR (KKR & Co. Inc.) | -26.46% | -22.07% | 20.84% | 12.46% | 22.82% | 16.12% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KKR (KKR & Co. Inc.) | 07/16/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.65 | -22.07 | 20.84 | 12.46 | 22.82 | 16.12 | NA | … | … | -26.46 | -13.32 | 79.65 | 80.48 | -37.00 | 85.71 | 41.11 | 51.57 | -4.99 | 41.76 | 3.43 | -27.90 | 4.03 | 73.74 | 25.68 | -5.37 | 49.42 |
| Sharpe Ratio | NA | -0.66 | 0.46 | 0.24 | 0.57 | NA | NA | … | … | -1.22 | -0.36 | 2.40 | 2.46 | -0.80 | 3.12 | 0.76 | 1.76 | -0.15 | 2.08 | 0.09 | -1.00 | 0.16 | 2.56 | 1.00 | -0.11 | 4.41 |
| Standard Deviation(%) | NA | 37.63 | 38.33 | 39.32 | 37.69 | NA | NA | … | … | 44.03 | 45.66 | 31.65 | 31.60 | 48.29 | 27.43 | 53.30 | 28.49 | 42.14 | 19.82 | 35.07 | 28.06 | 24.41 | 28.79 | 25.98 | 50.17 | 31.19 |
| Draw Down(%) | NA | 44.62 | 49.42 | 49.42 | 49.42 | NA | NA | … | … | 38.13 | 44.39 | 13.95 | 18.92 | 41.82 | 15.22 | 45.48 | 14.26 | 33.53 | 8.52 | 29.47 | 39.10 | 19.18 | 15.84 | 25.67 | 46.51 | 10.11 |
| Yield(%) | 0.00 | 0.62 | 1.31 | 1.24 | 4.36 | 5.18 | 6.94 | … | … | 0.29 | 0.49 | 0.85 | 1.39 | 0.83 | 1.44 | 1.80 | 2.55 | 2.16 | 4.23 | 4.06 | 6.73 | 8.23 | 10.32 | 6.32 | 4.90 | 2.37 |
Data as of 06/05/2026, Common starting date is 07/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKR (KKR & Co. Inc.) |
-8.11%
Dec 2013 – Dec 2016 |
0.17%
Apr 2011 – Apr 2016 |
14.40%
May 2013 – May 2023 |
16.41%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKR (KKR & Co. Inc.) |
58.37%
Dec 2018 – Dec 2021 |
42.76%
Oct 2016 – Oct 2021 |
27.40%
Nov 2011 – Nov 2021 |
22.18%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart