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BRK-B vs. KKR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BRK-B vs. KKR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Hathaway Inc. (BRK-B) and KKR & Co. Inc. (KKR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BRK-B achieves a -5.03% return, which is significantly higher than KKR's -28.31% return. Over the past 10 years, BRK-B has underperformed KKR with an annualized return of 12.79%, while KKR has yielded a comparatively higher 22.79% annualized return.


BRK-B

1D
-0.24%
1M
-4.61%
YTD
-5.03%
6M
-4.29%
1Y
-3.28%
3Y*
15.44%
5Y*
13.08%
10Y*
12.79%

KKR

1D
-0.14%
1M
-4.56%
YTD
-28.31%
6M
-28.29%
1Y
-1.07%
3Y*
21.56%
5Y*
13.59%
10Y*
22.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BRK-B vs. KKR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BRK-B
Berkshire Hathaway Inc.
-5.03%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%
KKR
KKR & Co. Inc.
-28.31%-13.32%79.65%80.48%-36.98%85.76%41.13%51.57%-4.28%41.78%

Correlation

The correlation between BRK-B and KKR is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.


Fundamentals

Market Cap

BRK-B:

$1.03T

KKR:

$87.18B

EPS

BRK-B:

$31.03

KKR:

$2.48

PE Ratio

BRK-B:

15.38

KKR:

36.74

PEG Ratio

BRK-B:

0.60

KKR:

3.82

PS Ratio

BRK-B:

2.77

KKR:

4.52

PB Ratio

BRK-B:

1.44

KKR:

1.20

Total Revenue (TTM)

BRK-B:

$371.37B

KKR:

$19.26B

Gross Profit (TTM)

BRK-B:

$116.89B

KKR:

$8.06B

EBITDA (TTM)

BRK-B:

$87.30B

KKR:

$7.13B

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Return for Risk

BRK-B vs. KKR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRK-B
BRK-B Risk / Return Rank: 1515
Overall Rank
BRK-B Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1515
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1414
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1515
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1616
Martin Ratio Rank

KKR
KKR Risk / Return Rank: 1919
Overall Rank
KKR Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
KKR Sortino Ratio Rank: 1818
Sortino Ratio Rank
KKR Omega Ratio Rank: 1818
Omega Ratio Rank
KKR Calmar Ratio Rank: 2323
Calmar Ratio Rank
KKR Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRK-B vs. KKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) 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.


BRK-BKKRDifference

Sharpe ratio

Return per unit of total volatility

-0.62

-0.53

-0.09

Sortino ratio

Return per unit of downside risk

-0.73

-0.51

-0.22

Omega ratio

Gain probability vs. loss probability

0.90

0.93

-0.03

Calmar ratio

Return relative to maximum drawdown

-0.70

-0.50

-0.20

Martin ratio

Return relative to average drawdown

-1.19

-1.13

-0.06

BRK-B vs. KKR - Sharpe Ratio Comparison

The current BRK-B Sharpe Ratio is -0.62, which is comparable to the KKR Sharpe Ratio of -0.53. The chart below compares the historical Sharpe Ratios of BRK-B and KKR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BRK-BKKRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.62

-0.53

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

0.35

+0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.63

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.54

-0.06

Drawdowns

BRK-B vs. KKR - Drawdown Comparison

The maximum BRK-B drawdown since its inception was -53.86%, roughly equal to the maximum KKR drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for BRK-B and KKR.


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Drawdown Indicators


BRK-BKKRDifference

Max Drawdown

Largest peak-to-trough decline

-53.86%

-53.10%

-0.76%

Max Drawdown (1Y)

Largest decline over 1 year

-14.95%

-44.62%

+29.67%

Max Drawdown (5Y)

Largest decline over 5 years

-26.58%

-49.42%

+22.84%

Max Drawdown (10Y)

Largest decline over 10 years

-29.57%

-49.42%

+19.85%

Current Drawdown

Current decline from peak

-11.57%

-44.98%

+33.41%

Average Drawdown

Average peak-to-trough decline

-11.07%

-15.90%

+4.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.75%

19.55%

-10.80%

Volatility

BRK-B vs. KKR - Volatility Comparison

The current volatility for Berkshire Hathaway Inc. (BRK-B) is 4.12%, while KKR & Co. Inc. (KKR) has a volatility of 9.82%. This indicates that BRK-B 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


BRK-BKKRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.12%

9.82%

-5.70%

Volatility (6M)

Calculated over the trailing 6-month period

11.11%

29.07%

-17.96%

Volatility (1Y)

Calculated over the trailing 1-year period

18.30%

45.55%

-27.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.20%

38.82%

-21.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.44%

36.49%

-17.05%

Dividends

BRK-B vs. KKR - Dividend Comparison

BRK-B has not paid dividends to shareholders, while KKR's dividend yield for the trailing twelve months is around 0.81%.


TTM20252024202320222021202020192018201720162015
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KKR
KKR & Co. Inc.
0.81%0.57%0.47%0.78%1.31%0.77%1.31%1.71%3.23%3.18%4.16%10.13%

Financials

BRK-B vs. KKR - Financials Comparison

This section allows you to compare key financial metrics between Berkshire Hathaway Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B120.00B140.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
94.23B
5.74B
(BRK-B) Total Revenue
(KKR) Total Revenue
Values in USD except per share items

BRK-B vs. KKR - Profitability Comparison

The chart below illustrates the profitability comparison between Berkshire Hathaway Inc. and KKR & Co. Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
23.0%
100.0%
Portfolio components
BRK-B - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported a gross profit of 21.68B and revenue of 94.23B. Therefore, the gross margin over that period was 23.0%.

KKR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported a gross profit of 5.74B and revenue of 5.74B. Therefore, the gross margin over that period was 100.0%.

BRK-B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported an operating income of 13.65B and revenue of 94.23B, resulting in an operating margin of 14.5%.

KKR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported an operating income of 328.66M and revenue of 5.74B, resulting in an operating margin of 5.7%.

BRK-B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported a net income of 19.20B and revenue of 94.23B, resulting in a net margin of 20.4%.

KKR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported a net income of 1.15B and revenue of 5.74B, resulting in a net margin of 20.0%.