KKR & Co. (KKR): analysis and statistics
Return, volatility, Sharpe ratio and risk for KKR & Co., a component of the S&P 500 in the Financials. Data as of 2026-10-29.
| Last close price | $93.04 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +20.66% |
| Total return over period | +75.13% |
| Annualized volatility | 38.95% |
| Period volatility | 67.28% |
| Period T-bill | 12.40% |
| Sharpe ratio | 0.93 |
| Sortino ratio | 1.33 |
| Max drawdown | -49.42% |
| CVaR 95% (avg. loss, worst 5% of days) | -5.83% |
| Correlation with the S&P 500 | 0.66 |
| Period range | $54.07 – $165.50 |
| Trading days analyzed | 752 |
Over the last 3.0 years, KKR & Co. (KKR) has posted an annualized return of +20.66% with annual volatility of 38.95%, a Sharpe ratio of 0.93. Its worst stretch (max drawdown from a peak) was -49.42%. Its correlation with the S&P 500 is 0.66, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how KKR would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, KKR & Co. (KKR) is of the S&P 500.
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