AB vs. KKR
AB (AllianceBernstein Holding L.P.) and KKR (KKR & Co. Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, AB returned 14.30%/yr vs 23.50%/yr for KKR. At a 0.45 correlation, their price movements are largely independent.
Performance
AB vs. KKR - Performance Comparison
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Returns By Period
In the year-to-date period, AB achieves a -0.39% return, which is significantly higher than KKR's -26.61% return. Over the past 10 years, AB has underperformed KKR with an annualized return of 14.30%, while KKR has yielded a comparatively higher 23.50% annualized return.
AB
- 1D
- -1.64%
- 1M
- -6.29%
- YTD
- -0.39%
- 6M
- -8.47%
- 1Y
- -0.43%
- 3Y*
- 11.52%
- 5Y*
- 3.78%
- 10Y*
- 14.30%
KKR
- 1D
- -0.20%
- 1M
- -8.90%
- YTD
- -26.61%
- 6M
- -28.16%
- 1Y
- -23.96%
- 3Y*
- 19.93%
- 5Y*
- 11.96%
- 10Y*
- 23.50%
AB vs. KKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | -0.39% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
KKR KKR & Co. Inc. | -26.61% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
Correlation
The correlation between AB and KKR is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2010 | 0.45 |
The correlation between AB and KKR shifts across timeframes, from 0.36 (1 year) to 0.49 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AB:
$3.39B
KKR:
$88.94B
AB:
$3.22
KKR:
$3.10
AB:
11.38
KKR:
30.04
AB:
14.16
KKR:
4.45
AB:
2.69
KKR:
1.10
AB:
$250.00M
KKR:
$19.99B
AB:
$250.00M
KKR:
$8.35B
AB:
$252.50M
KKR:
$9.97B
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Return for Risk
AB vs. KKR — Risk / Return Rank
AB
KKR
AB vs. KKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianceBernstein Holding L.P. (AB) and KKR & Co. Inc. (KKR). 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.
| AB | KKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 0.91 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.03 | -0.54 | +0.51 |
| Martin ratioReturn relative to average drawdown | -0.07 | -0.99 | +0.93 |
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
| AB | KKR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | -0.65 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.31 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.64 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.54 | -0.08 |
Drawdowns
AB vs. KKR - Drawdown Comparison
The maximum AB drawdown since its inception was -87.65%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for AB and KKR.
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Drawdown Indicators
| AB | KKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.65% | -53.10% | -34.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -44.62% | +29.94% |
Max Drawdown (3Y)Largest decline over 3 years | -20.84% | -49.42% | +28.58% |
Max Drawdown (5Y)Largest decline over 5 years | -45.76% | -49.42% | +3.66% |
Max Drawdown (10Y)Largest decline over 10 years | -58.08% | -49.42% | -8.66% |
Current DrawdownCurrent decline from peak | -10.44% | -43.68% | +33.24% |
Average DrawdownAverage peak-to-trough decline | -26.21% | -16.18% | -10.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.68% | 24.21% | -17.53% |
Volatility
AB vs. KKR - Volatility Comparison
The current volatility for AllianceBernstein Holding L.P. (AB) is 4.11%, while KKR & Co. Inc. (KKR) has a volatility of 10.21%. This indicates that AB experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AB | KKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 10.21% | -6.10% |
Volatility (6M)Calculated over the trailing 6-month period | 18.51% | 29.77% | -11.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.42% | 37.30% | -14.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.24% | 39.23% | -10.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.40% | 36.64% | -4.24% |
Dividends
AB vs. KKR - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.30%, more than KKR's 0.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.30% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
KKR KKR & Co. Inc. | 0.80% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
Financials
AB vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between AllianceBernstein Holding L.P. and KKR & Co. Inc.. 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
AB and KKR have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KKR has higher volatility (10.21%) compared to AB (4.11%). In terms of maximum drawdown, AB dropped -87.65% vs KKR's -53.10%.
AB currently has the higher Sharpe Ratio (-0.02 vs -0.65), 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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